Fwd: Brex Support Follow Up - 03873722

From
Will Reid <wreid@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Laura Horval <lhorval@thekey.com>, Ashley Mirone <amirone@thekey.com>
Date
Wed, 7 May 2025 11:07:30 -0400
Folder
INBOX
--0000000000004821df06348d1861 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Tim, HCL Amy McDaniel needs a credit card limit set before she can use her card. Laura has followed all of the instructions received below last Friday but the system does not allow her to set the limit. She followed up which Coupa support and Anotte on Monday and no one has responded. I need this done for Amy today. Can you help? Thanks *Will Reid* Partner | TheKey Mobile: 513.707.2304 ---------- Forwarded message --------- From: Laura Horval Date: Wed, May 7, 2025 at 10:31=E2=80=AFAM Subject: Re: Brex Support Follow Up - 03873722 To: Will Reid She has not- I talked to Lisa on Monday who directed me to Jackie. I wrote Jackie who directed me to the HCL Handbook...I then wrote Coupa and haven't heard back. I just CC'd you on a follow email to them from Monday. On Wed, May 7, 2025 at 8:52=E2=80=AFAM Will Reid wrote: > Laura, > Has she responded? > > > *Will Reid* > > Partner | TheKey > > Mobile: 513.707.2304 > > > > > > On Mon, May 5, 2025 at 11:35=E2=80=AFAM Laura Horval = wrote: > >> Good Morning Anotte, >> >> I am just circling back on this request. Please advise ASAP. We need Amy >> to be able to use her card this week while out in the field with referra= l >> sources. >> >> On Fri, May 2, 2025 at 10:22=E2=80=AFAM Laura Horval wrote: >> >>> Good Morning Anotte, >>> >>> Can you please assist with assigning Amy's spending limit to her Brex >>> card? It does not appear that I have access to this. Her card was decli= ned >>> while she was with a referral source. Please let me know the next steps= . >>> Thank you! >>> >>> On Fri, May 2, 2025 at 8:30=E2=80=AFAM Amy McDaniel >>> wrote: >>> >>>> Let me know if you need anything else from me. >>>> If we set this up now it will only allow 500.00 a month. I put the >>>> whole symposium for Eldercare on it so it will only leave me with 100.= 00 >>>> for the month of May. You said maybe we could put it on your card? Jus= t let >>>> me know so I can call them. >>>> >>>> Thanks, >>>> Amy >>>> >>>> ---------- Forwarded message --------- >>>> From: Brex Support >>>> Date: Fri, May 2, 2025 at 8:26=E2=80=AFAM >>>> Subject: Brex Support Follow Up - 03873722 >>>> To: amy.mcdaniel@thekey.com >>>> >>>> >>>> Hi Amy, >>>> >>>> This is Tomas from Brex Support. It was a pleasure speaking with you >>>> earlier. >>>> >>>> I wanted to follow up on our phone conversation regarding your card. I= t >>>> was declined because there is no spend limit assigned to your account.= To >>>> start using your card, your admin will need to assign you a spend limi= t. >>>> >>>> *Please forward this email to your admin, so they can follow the steps >>>> below to assign the limit:* >>>> >>>> *Step 1: *In your dashboard, go to *Cards and Limits *and click *Creat= e >>>> spend limit*. >>>> [image: HC - Bill Pay & Expense Policies] >>>> >>>> *Step 2*: Add your spend limit=E2=80=99s details, including: >>>> >>>> - Should there