Most of our card users are CXOs, and the card bills are paid by the finance department of the companies. Since the finance team members are not aware of card transactions or have access to dashboard, they do not how much to pay and when.


To overcome this issue, we have two features.

1. 

Give access of dashboard to your finance team

The below link has detailed steps for that.

https://karboncard.freshdesk.com/support/solutions/articles/81000391065


2.

Automatically send statements to finance team members

Below are the steps for the same.


1.

Login to Karbon Dashboard


2.

Click on the Statements .

You can use the similar steps for statements of Booster card and cashback card.


3.

Click on the Recipient List .


4.

Click on the button Add in the Recipient list dialog


5.

Add the details of recipient of card statements


6.

 Click Save


7.

The new user would now receive card statements on regular basis