Dashboard Management
Company Settings Management
- How to Connect to QuickBooks Online
- Setting up Default Restrictions
- NetSuite Account Setup Instructions
- Configuring Enforcement Settings
- How do I update the company's billing and mailing addresses?
- How to manage Two-Factor Authentication (2FA)
Personal Settings Management
Department Management
User Management
- How to send a virtual card to a user
- How to check a user's role and account access [admin]
- How to Export the list of all users in the account [admin]
- Managing LINKBANK IMPACT user roles
- How to add an additional user to the account
- How to deactivate a user
Card Management
- How to export the list of all cards in the account
- How to view card status and card limit [admin]
- How to adjust card limits for users
- How to request a new virtual card [admin]
- How to freeze or unfreeze an existing physical or virtual card [admin]
- What is the difference between a company's Credit Limit, Department Limit, User Limit, and Card Limit? [admin]
Transactions Management
- How to update the transaction approval settings
- How can I check the status of a transaction?
- How to dispute a transaction [admin]
- What are my payment options?
- How to export transaction reports
- How to add a memo and missing receipts to a transaction [admin]
Reimbursement Management
Mobile App for Admins
- How to utilize the "Check Spending Power" in the LINKBANK IMPACT Card Mobile App [admin]
- How to freeze an existing physical card using the LINKBANK IMPACT Card mobile app [admin]
- How to update your email address, birthdate, and other personal information using the mobile app
- Completing your LINKBANK IMPACT Card account setup on mobile [admin]
- How to review and submit a transaction using the LINKBANK IMPACT Card mobile app?
- How to make a payment using my LINBANK IMPACT Card Mobile App?