Auto-Submission of Virtual Card Transactions

For virtual card transactions, we want to help customers by providing a seamless experience with minimal touchpoints possible using our Auto-Submission feature.

When members are issued a virtual card, our automated system evaluates if the issued card has the necessary fields defined (EX. Category, Expense, Team Field, etc.). If our system can identify input for all of the fields, it will fill that information in on the authorization request.

Abacus then looks for any relevant receipts that have been forwarded or uploaded to the receipt library and matches the receipts to the authorization request. If a receipt is matched, the request is immediately queued for authorization.

Once the authorization is approved the related transaction appears on the Transactions page, with all the information filled in and the receipt attached, if appropriate.  The transaction is then automatically submitted for approval.  

Additional Policy Requirements

If your Spend Policy does not include additional requirements -- such as warnings or blocks--then the authorization will be automatically queued for approval from your financial institution. 

If your policy includes additional requirements, members must forward or upload a receipt that matches the transaction. Once a receipt is found that matches, the authorization will then be automatically queued for approval from your financial institution. 

Once the transaction clears the authorization process, the transaction is automatically submitted for approval.