We can easily help you set up alerts for your Spend Management account. 

Set up Spend Management alerts using online banking 

1. Select Alerts in the menu or go to Alerts settings from the Profile & settings menu.
2. Click Add alert from the side menu. 
3. Fill in the details and choose how you would like to be notified (Options: Email, Push, SMS)
4. Click Save Changes. 

Manage Spend Management alerts using online banking 

1. Click Alerts in the menu or go to Alerts settings from the Profile & settings menu. 
2. In the Custom alerts section, quickly update how alert notifications are received for each individual alert. 
   • To Edit an alert: 
     • Select the alert name which takes you to the Edit Alert screen.
     • Update the alert, then select Save Changes. 

• • To Delete an Alert: 
    • Select the alert name which takes you to the Edit Alert screen.
    • Select Delete alert, then choose Confirm and Delete or Cancel. 

Set up alerts using the Spend Management Mobile App 

1. Select the Settings menu, then choose Alert Settings. 
2. Pick Add a custom alert. 
3. Enter the alert details like the name, when to alert, and how to be notified, then select Save.

Edit alerts using the Spend Management Mobile App 

1. Choose the alert from the Alert Settings. 
2. Update the alert then select Save. 

Delete an alert using the Spend Management Mobile App 

1. Choose the alert from the Alert Settings, then select Delete.
2. Select Confirm or Cancel the Delete Alert. 

Roles within Spend Management can create custom alerts based on spending and account activity. Depending on the role, these alerts can be created for individual card users or for the entire business. These alerts are delivered via SMS, mobile push notifications, and/or email.  

Alerts available per role:  

• Account owners and admins: View alerts for the whole business 
• Department leads: View alerts specific to their department 
• Users (Employees): Only view alerts for their own card(s)’s related activity 

The specific types of alerts that can be created and triggered include transaction declines, successful transactions over a certain amount, reaching credit balance thresholds, and more. Depending upon the user, additional alert settings are available for specific spending controls like timeframes (e.g., the weekend). All these alerts serve as valuable tools for remaining apprised of spending activity.