Users with the Manage Cards user permission can view, enable or disable Settings in the ExpenseIn Cards module by following the steps below.
1. Go to the Cards module and click Manage.
2. In the Manage section, click the Settings subheading.
3. Tick or untick the checkbox next to the relevant setting to enable/disable it.
Invert Amounts in Transaction Export - when exporting a CSV file from the Transactions tab, the transactions will become negative values rather than positive.
Send Daily Summary Email - all Manage Card users will receive a daily summary email with card activity information from the previous day, including:
Current Issuing Balance.
New card orders (Virtual & Physical).
Total number and amount of successful authorisations.
Top 5 highest authorisations.
Any declined authorisations where a subsequent successful authorisation for the same merchant and amount did not occur.
Send Spending Limit Alerts - an email will be sent to the cardholder when they're close to hitting their spending limit.
4. Click Update to apply the selected Settings.