Company Credit Card: UMB Transaction Approval Guide (For Managers who approve employees cards)

Course

Company Credit Card Steps 1 & 2 MUST be completed before starting UMB Transaction Approval Guide (For Managers who approve employees cards) lesson.

Review and become familiar with the UMB Transaction Approval Guide below. The UMB 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.

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.

UMB Transaction Approval Guide

Review the document in its entirety.