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 Card Account 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:
New card orders (Virtual, Physical and Subscription).
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.