1040 · Cards and spend management
Card requests and approvals
Autessa Accounting includes card requests: anyone on the team can ask for a company card by saying what it is for, which department pays and the limit. Approvers see requests on Home; approving issues the Mercury card, and denying asks for a reason.
The problem
Card requests arrive in chat with no budget attached
A message saying “can I get a card for the conference?” leaves the approver guessing at the amount and the team that pays. A request form captures the purpose, department, project and limit up front, so the decision is quick and the card is coded from its first charge.
What you get
- Anyone can request a card: what it is for, who will use it, the department, an optional project, card type, limit and reset.
- Approvers see waiting requests on Home and on Card requests.
- Approving issues the card in Mercury with the requested settings.
- Denying asks for a reason, which the requester sees.
- People without a management role see only their own requests.
- Decided requests stay listed with their outcome.
How it works
How does card requests and approvals work in Autessa Accounting?
Ask
Open Request a card, describe what you need and how much it needs to spend.
Approver decides
The request shows on Home for approvers. Issue this card? confirms the details before Mercury creates it.
Card is ready, coded
The new card is assigned to the requested department and project, so its charges count against the right budget.
Every option
Request fields
| Option | What it does |
|---|---|
| What it is for | The purpose the approver reads. |
| Who will use it | The intended cardholder. |
| Department and project | Who pays, and an optional job tag. |
| Card type | The kind of Mercury card to issue. |
| Spending limit and reset | The amount and how often it resets. |
| Decision | Approve (issues the card) or deny (with a reason). |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Everyone | Request a card and see their own requests. |
| Controller and Admin | See all requests, approve and issue, or deny with a reason. |
FAQ
Questions about card requests and approvals
Who can approve a card request?
Controllers and Admins. They see every pending request on Home, and approving issues the card in Mercury.
Can an employee see other people’s requests?
No. People without a management role see only their own requests.
Does a denied request say why?
Yes. Denying requires a reason, and it is recorded with the request.
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