A majority of our users work at different properties and must make credit card charges on behalf of that property.
It would be helpful if our technicians would be able to change the entity type on the app when they make credit card purchases. These employees work all day away from a workstation.
You can select the correct entity for card transactions in the app. Each issued card is linked to a specific entity, and the card’s associated entity is determined at the time of issuance, defaulting to the entity tied to the cardholder’s designated location. However, this default entity can be modified during the card creation or editing process.
To select the entity for a card, go to → ‘Funds & cards’ > ‘Issue Spend’ → Select the card type —> Scroll to the bottom of the draw and click the ‘Entity’ drop-down → Select the entity you’d like that card to map to.
Want to note that the entity change will only affect future transactions, because the entity of a transaction is locked once a transaction is made.