Most of our card users are CXOs, and the card bills are paid by the finance department of the companies. Since the finance team members are not aware of card transactions or have access to dashboard, they do not how much to pay and when.
To overcome this issue, we have two features.
Give access of dashboard to your finance team
The below link has detailed steps for that.
Automatically send statements to finance team members
Below are the steps for the same.
Login to Karbon Dashboard
Click on the Historical Statement link of Standard Card
You can use the similar steps for statements of Booster card
Click on the Recipient List in the dialog
Click on the button Add in the Recipient list dialog
Add the details of recipient of card statements
The new user would now receive card statements on regular basis