Getting Started with Bento
How Much Does Bento Cost?
Who Can Sign Up for Bento?
How Do I Sign Up for Bento?
What Information Do I Need to Provide to Sign Up for Bento?
What Documents are Used for Enrollment Verification?
How Do I Contact Bento?
What Bank Holidays Does Bento Observe?
Quick Guide to Getting Started with Bento for Business
What Security Measures Does Bento Take to Protect My Information?
Account & User Management
Account Management
How Do I Set Up and Manage Alerts on My Bento Account?
How Do I Change or Update My Business Phone Number or Business/Shipping Address?
How Can I Use Multiple Bento Accounts?
How Do I Cancel My Account?
How Do I Upgrade or Downgrade My Subscription Plan?
How Do I Reset or Change My Password?
What is Two-factor Authentication?
How Do I Troubleshoot Two-factor Authentication Issues?
How Do I Change my Account’s Email Address?
How Do I Log Into/Login to My Bento Account?
I have Multiple Bento Business Accounts, Can I Merge the Accounts?
I Want to Keep My Businesses Separate, How Do I Add Another Business?
How Do I Change My Business Name?
How Can I Use Bento for Accounting?
User Management
Can I Access Multiple Bento Accounts with the Same Login Credentials?
How Do I Grant an Employee Login Access to the Web and Mobile App?
What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?
How Do I Create a Department?
How Do I Assign a Department Lead?
How Do I Update Multiple Users At Once?
How Do I Create a New User?
How Do I Import Multiple Users At Once?
How Do I Change a User’s Role?
Approval Request
Transactions & Card Management
Card Management
Can Bento Cards Be Used Internationally?
What's the Difference Between an Employee Card and a Utility Card?
What is the Billing Address of My Bento Card?
What's the Maximum Card Spend Limit on Bento Cards?
How Do I Set or Reset a PIN on a Bento Card?
What Do I Do If My Card is Lost or Stolen?
How Do I Replace, Reissue or Cancel a Card?
How Do I Create a Card?
How Do I Activate My Card?
When Do My Spending Limits Reset?
Why Did My Card Get Declined?
How Do I Deactivate a Card?
When Will My Employees Get their Cards?
How Do I Reassign a Utility Card to a Different User?
How Do I Use My Virtual Card?
How Do I Add My Bento Card to a Mobile Wallet?
How Do I Change the Name on a Card?
How Do I Create Multiple Cards At A Time?
When Will I Get My Card?
How Do I Update Multiple Cards At Once?
What Are the Different Types of Controls I Have on a Card?
How Do I Enable 'Card Not Present' on a Card ?
How Do I Make my Bento Card My Mobile Wallet's Default Card?
How are Fixed Value Cards Different from My Current Bento Cards?
Transactions
Why Don't I See a Refund on My Card?
Why Do I See An Additional Pending Amount Being Held on My Card?
How Do I File a Transaction Dispute?
How Do I Use Transaction Filters?
Where Can I Find My Monthly Statements?
How Do I Read My Monthly Statement?
What Do I Do If I See Unrecognized Charges on My Transaction Activity?
Payments & Receipt Management
Payments
How is Accepting a Payment As a Bank Transfer Different from a One-Time Use Virtual Card?
How Do I Cancel a Payment?
What Does It Mean When a Payment is Declined, Canceled, or Returned?
How Do I Accept a Bento Pay™ Payment?
Receipt Management
How Do I Export or Download Multiple Receipts at Once?
How Do I Manage Unmatched Receipts?
How Do I Submit or Upload a Receipt?
Bank Accounts, Deposits & Funds
How Do I Link and Verify My Bank Account to Transfer Funds?
How Do I Add/Transfer Funds to My Bento Account?
How Do I Cancel a Bento Transfer?
Why Hasn't My Bento Transfer Processed Yet?
What Do I Do If My Bento Transfer Fails?
How Do I Delete or Change the Bank Account Connected to My Bento Account?
How Do I Deposit Funds and Check My Bento Account Balance by SMS Text?
Can I Have Multiple Bank Accounts Linked to My Bento Account?
Policy Settings
For Admins
What are Policy Settings and Why Do I Need Them?
How to Add a New Policy?
How to Edit/Delete an Existing Policy?
What are the Parameters/Fields I Can Set Policies For?
How Many Reminders Can I Set to Rectify a Policy Violation?
When Will the Policy Violation Reminders Go Out?
When Will a Card Turn Off for Violating a Policy?
For Users
Will I Be Notified When a Policy is Violated?
How Do I Resolve a Policy Violation?
How Do I Know My Policy Violation is Resolved?
After a Violation is Resolved, When Will My Card Turn Back On?
Feature and Set Up Guides
Transaction Filters and Tags
Policy Settings - Overview and Management
Admin Management and Permissions
Bento Payment Methods
Receipts Overview and Management
Card Management - Overview, Controls, and Departments
Security and Privacy Policies Best Practices
Integrations
Non-QuickBooks Online Accounting Software Set Up
QuickBooks Online Accounting Software Set Up and Troubleshooting
Auto Categorization
All Categories > Policy Settings > For Admins
7 articles
Policy settings allow account owners and admins to...
Updated 1 year ago by Chandrika Chandwani
Creating a policy is easy. Select Policy Settings from the Profile icon’s drop-down menu...
You can either edit or delete an existing policy in a few simple steps. Edit a Policy On the Policy Settings page…
Depending on your business requirements or the...
You can set up to 4 reminders for each policy.
The first reminder will go out on the 1st of the next month and subsequent reminders will go...
If you have selected to turn off cards that are in violation of a policy, they will…
Powered by HelpDocs (opens in a new tab)
