Once a corporate card has been assigned to an employee, the transactions made on that card will automatically be assigned to that employee going forward. Using the change assignee feature, you can change the assignee (the employee to whom the transaction is assigned) for the required transactions.
For cards that are not assigned to an employee, you can assign transactions made on that card to an employee without assigning the card itself using the assign transaction feature.
We will cover both features throughout the article:
Assign transactions to employees
To assign a transaction from a corporate card that is unassigned, click on Corporate Cards. Select Manage Cards and switch to the Unassigned Cards section.
Select the required card. Under the Unassigned Transactions tab, click on the Assign Transaction button on the left-hand side of the required transaction.
If you want to assign multiple transactions, select them using the checkboxes and click Assign.
In the pop-up box that opens, select the employee's name from the drop-down list and click Assign. The transactions will be assigned to the selected employee.
Change assignee for assigned transactions
For cards that are assigned, transactions on the card will automatically be assigned to the employees. If you wish to change the assignee for selected transactions you can do so.
To re-assign a transaction from a corporate card that is assigned, click on Corporate Cards. Select Manage Cards and switch to the Assigned Cards section
Click on the required card. Select the transactions you want to reassign using the checkboxes and click on Reassign Transactions.
Select the name of the employee in the dialogue box that opens and click on Change Assignee. The transactions will be assigned to the selected employees.
Following the steps mentioned above, you can easily assign and reassign corporate card transactions to your employees.