Goal:
Approving spending card funds for requesters
Denying or cancelling spending card funds.
Overview
This guide outlines the process for reviewing, approving, or denying funds requested for Procurify Spending Cards. As an Approver, your review ensures that card funds are allocated correctly before money is loaded onto a physical or virtual card.
On Procurify Web:
Navigate to Approve → Spending Card
Locate and click the appropriate request
Review the request, and click Approve or Deny
On the Procurify Mobile App:
Tap the Approve module at the bottom of the screen
Tap Spending Card
Tap the fund you wish to approve
Review the details of the request and select Approve or Deny at the bottom of the screen
A pop-up window will appear asking you to confirm the action
Denying Requests & Approval Routing Blocks
A common issue occurs when administrators attempt to edit Approval Routings but are blocked by pending requests. Unlike standard Order requests, Spending Card Fund requests cannot be overridden by Superusers or Procurify Support.
Please Note: Only the Current Approver or the Requester can Deny or Cancel the request. This protocol is in place to secure the authorization of funds.
If you are unable to update an Approval Routing Group because of a pending request:
Identify the Current Approver on the pending request.
Contact the user asking them to Deny the request.
Alternatively, contact the Requester and ask them to Cancel their own request.
Once the request is cleared (Denied or Canceled), you will be able to modify the Approval Routing Group.
Additional Information:
Payment services are provided in the UK by Airwallex (UK) Limited, an electronic money institution authorised by the Financial Conduct Authority with registration number 900876.