Training Guide 3: Transaction Approval Guide (For Managers who approve employees cards)

Course

UMB Steps 1 & 2 MUST be completed before starting Cope University Steps 1 & 2.

The Transaction Approval Guide below will take you through the process of approving your employee’s Visa card in the UMB Commercial Card platform. IMPORTANT: If you are not a manager or you do not approve employee's transactions, you may skip this module. Use the Document Key to help you navigate through the Guide.

UMB also offers online help. Select Help from the right dropdown menu underneath your name on the UMB website https://www.umb.com/commercial.

Review and become familiar with the document in its entirety. You can also download the document from the Lesson Files on the right.

Next, select the blue right arrow button at the bottom of the “Up Next Box” to proceed to the next lesson.

Transaction Approval Guide