Reviewing requests and transactions made by your employees in Go1Pay is crucial for maintaining oversight and ensuring that everything is processed according to your company’s policies. This guide will walk you through the steps to effectively review and manage these activities.

Accessing Your Go1Pay Account

Once you have logged in to your Go1 account, go to the Go1 Admin menu of your main app. Look for your initials in the top right corner. Look for a tab called "Go1 Admin" and click on it.

Locate the Go1Pay Section

In the Go1Admin section on the left side of your screen, select Go1Pay.

You will see the Requests and Transactions page. You can select the Request option from the top menu.

All

In this section, you will see all requests and their status.

Pending Approval

If your company has admin approval, this is where you can find requests waiting to be approved. You can also confirm the status of each request submitted by your team.

Approved

This section shows all approved requests in one place. You can check the details and keep track of everything that’s been approved.

Subscriptions

In this section, you’ll see a list of all active subscriptions. You can search for the specific order in which you’re interested. Each order will display key information about the subscription, including whether it is billed monthly or yearly.

Pending Invoice

If an order is awaiting an invoice upload, it will be marked with a Pending Invoice status.

Completed

The request will be completed upon using the card, and when this happens, it’ll be moved to the “Completed” tab. You can view the details of each request by clicking on the resource name.

This will open a window displaying all relevant information, including the invoice uploaded by the user for the request.

Use the Search Bar

As you might have already noticed, above the list of requests and in all categories explained previously, a search box will help you find the specific order you want to check out. Enter keywords, employee names, or transaction IDs to locate specific requests or transactions quickly.

If you'd like to know how to review your team's transactions, check out our article here.

Regularly reviewing employee requests is essential to managing your organization’s operations. Following these steps ensures that all activities comply with your internal policies and are handled efficiently. This feature will help you manage your team’s growth and learning effectively.