Allow user to see credit limit and online balance

We are using blackbaud p-cards and Expense Management is the only access our cardholders have to their card information. It would be very helpful if they could see their assigned limit and online balance the same as we can see it in Treasury.

  • Guest
  • Mar 5 2020
  • Future consideration
Credit Card Management
  • Attach files
  • Julia Petit commented
    July 31, 2020 16:07

    Thanks Courtney! Appreciate the additional insight here :)

    Attachments Open full size
  • Courtney Garcia commented
    July 31, 2020 15:44

    There is really no need to have the purchasers in the Regions system - its just one more login for them to need to remember. They are in NXT often though to code their credit card charges and submit invoices so it would be ideal if everything they need is in one place.

    Attachments Open full size
  • Julia Petit commented
    July 31, 2020 14:43

    Thank you both for the feedback! Can y'all provide us a little bit more information as to why the Blackbaud Purchase card users don't have access to the Regions account?

    Attachments Open full size
  • Courtney Garcia commented
    July 31, 2020 13:43

    This would be so helpful! We have the Blackbaud P-Cards as well and I frequently have cardholders trying to make a purchase that exceeds their credit limit and getting declined. If they could look and see how much credit is left on their card, that would eliminate a lot of confused and frustrated emails that I get from cardholders.

    Attachments Open full size

Related ideas