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
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  • Julia Petit commented
    31 Jul, 2020 04:07pm

    Thanks Courtney! Appreciate the additional insight here :)

  • Courtney Garcia commented
    31 Jul, 2020 03:44pm

    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.

  • Julia Petit commented
    31 Jul, 2020 02:43pm

    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?

  • Courtney Garcia commented
    31 Jul, 2020 01:43pm

    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.