How to Enable Admin Notifications

Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

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How to Enable Admin Notifications

• Transaction needs review
  • Receive a notification when a cardholder has uploaded a receipt to a transaction and it is ready to be reviewed.
• Cardholder declines
  • Receive a notification every time a cardholder transaction is declined at point-of-sale.
• Cardholder purchases
  • Receive a notification whenever a cardholder makes a purchase.
• Cardholder funding failures
  • Receive a notification when scheduled card funding fails.
• Funding requests from cardholders
  • Receive a notification when a cardholder submits a funding request.
• Daily PEX Account balance
  • Receive a notification that contains your current account balance.
• PEX Account funding
  • Receive a notification when funds have been added to your PEX account.
• Low balance reminder
  • Receive a daily notification when your business account balance is below a certain threshold.
• Custom report
  • Receive a notification when a custom report is generated and available to download.
• Expiring cards
  • Receive a notification when cards are expiring in the next 90 days.
• PEX reimbursement request submission
  • Receive a notification whenever a cardholder submits a reimbursement request
• PEX reimbursements pending transfer
  • Receive a notification when there are approved reimbursement requests that need to be paid
• Daily digest approval reminder
  • Receive a daily email notification around 9–10 AM ET with a general list of all items pending your review (transactions, reimbursements, etc.)
  • This reminder is only available to admins with permissions to approve workflow items (transactions, reimbursements, funding requests, etc.).
  • The email will not be sent if no items are pending your review.
• Weekly digest approval reminder
  • Receive a weekly email notification around 9–10 AM ET with a general list of all items pending your review (transactions, reimbursements, etc.).
  • Only available for admins who have permissions to approve workflow items (transactions, reimbursements, funding requests, etc.)
  • The email will not be sent if there are no items pending your review.
• Monthly digest approval reminder
  • Receive a monthly email notification around 9–10 AM ET with a general list of all items pending your review (transactions, reimbursements, etc.).
  • Only available for admins who have permissions to approve workflow items (transactions, reimbursements, funding requests, etc.)
  • The email will not be sent if there are no items pending your review.

• Transaction needs review
  • Receive a push notification when a cardholder has uploaded a receipt to a transaction and it is ready to be reviewed.
• Funding requests from cardholders
  • Receive a notification when a cardholder submits a funding request.
• Pending request reminders
  • Receive a push notification for funding requests that still require approval.
• Expiring cards
  • Receive a push notification when cards are expiring in the next 90 days.

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1. To manage your notification preferences on web, log in to your account at dashboard.pexcard.com.
2. Navigate to ‘My Profile’.
3. Navigate to the ‘Notifications’ tab.
4. Select which notifications you would like to enable for email and mobile.

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How to Update Notification Preferences on Mobile

1. To manage your notification preferences on mobile, log in to the PEX app.
2. Navigate to ‘Settings.’
3. Select ‘Notifications.’
4. Select which notifications you would like to enable for mobile.