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Creating an Account
Creating an account on BlueBean requires having access to a corporate or business card account configured to issue virtual cards from one of BlueBean’s connected card issuers…
Configuring Controls - Overview
Controls can happen before or during payment and may be applicable for online or in-store purchases. When enabled, BlueBean will first check whether a request for a card or…
Cards Issuance
Manually issued cards are triggered by the card administrators while automatically issued cards are requested by the user from the BlueBean browser extension.
Configuring your Teams
A team in BlueBean is a logical subset of your company composed of people that report to the same manager in charge of a budget and that plays the role of first line approver.
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Accounting Automation
Under BlueBean’s accounting automation menu, card administrators and their accounting partners can configure what they wish to collect for each of the expense transactions…
Approving A Card Request
Users on BlueBean can receive a card either from the Card Administrator that issues a card manually to a user or they can receive a card automatically after a request for a card….
Managing Users
As you start configuring the application, best practices is to invite first administrators that may help to configure the application but also approvers that will be added to the…
Mapping Transactions for Automated Reconciliation
BlueBean allows you to automatically map G/L accounts and Cost Objects to transactions. To do so click on the “Map” tab in the account…
Managing Declined Transactions
Declined transactions are common with card usage. There are three types of declines that users may experience. Users will be notified for each of these declines with ways to…