Adding notes to a card transaction (mobile app)

Administrators can add Transaction Notes to cardholder transactions, which is a good way to record the details of those transactions (e.g., P.O. number, project name, event, special circumstances).

Note: Administrators may not edit or remove a cardholder’s note. Cardholders may edit or remove their own notes.

Cardholders cannot see Administrator’s notes on the Cardholder Site or in the Cardholder Mobile App, unless the Administrator gives permission.

Download the Mobile App:

• Download the iOS app from the App Store
• Download the Android app from the Google Play Store
• The download is free but carrier data rates may apply

How to Add Transaction Notes to a Cardholder Transaction, Using the Mobile App:

1. Log into the Mobile App

2. Click on the “Cards” icon

3. Navigate to the cardholder

4. Click on the cardholder’s name

5. Click “Transactions”

6. Click on the transaction

7. Click on the “Write Note” icon at lower right

8. Write the Note

9. Click the button to make the Note visible to the cardholder.

10. Click “Done” and the Note is added to Transaction Details