With a Small Business Credit Card Integration, the Master Account Holder receives any expenses that do not match with a current user's credit card number in their organization.
This article will show you, a Master Account Holder, how to transfer expenses from your wallet to the correct user's wallet.
Step 1: Click More Items from your home page to open the Certify Wallet.
Step 2: Select the credit card expenses to transfer, and click Send Items.
Step 3: In the confirmation box, click Yes.
Step 4: Select the correct user from the list of users with credit cards added to their account.
Step 5: Select the applicable credit card for that user, and click Send Items.
Step 6: The credit card expenses will transfer to that user's Wallet. The user will see the expense in their Wallet with the correct credit card number attached.