Automated Center Card Spend Policy Alerts
Every morning, WebRun opens the Center admin dashboard, checks every card transaction for a missing receipt or a policy exception, schedules a Google Calendar review for the finance team when something is flagged, and posts the flagged spend to Microsoft Teams.
How do I catch out-of-policy Center card spend daily?
WebRun checks every Center card transaction each morning, flags anything missing a receipt or outside its spend policy, and posts the list with cardholder and amount to Microsoft Teams. It also schedules a Google Calendar review for the finance team whenever something is flagged, so out-of-policy spend gets a timely look instead of surfacing at month-end close.
- Out-of-policy spend is flagged the same morning it happens
- Repeat offenders are called out instead of hidden in a long list
- Month-end close starts with a clean, already-reviewed spend log
Built for finance teams · corporate card admins · expense management operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.center.comin a real browser with your saved login - no setup, no API keys. -
1
Center - check today's card transactions for policy violations
center.com
WebRun opens Center to check today's card transactions for policy violations. - Open the Center admin dashboard and list today's card transactions
- Flag any transaction missing a receipt or outside its category's spend policy
- Note the cardholder and amount for each flagged transaction
Done when Every transaction today is checked and policy exceptions are flagged.
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2
Google Calendar - schedule a review for flagged spend
calendar.google.com
WebRun schedules a review for flagged spend in Google Calendar. - Add a receipt or policy review reminder for the finance team if any transaction is flagged
- Skip the reminder on a clean day
Done when A review is scheduled only when there is something to review.
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3
Microsoft Teams - report flagged transactions
microsoft.com
WebRun reports flagged transactions in Microsoft Teams. - Post the flagged transactions with cardholder and amount to the finance Teams channel
- Note which cardholders have flags more than once this month
Done when Finance has today's flagged spend in Teams.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What counts as out of policy?
A transaction missing a receipt, or one that falls outside the spend limit or category set for that cardholder in Center. Both get flagged the same way.
Will WebRun freeze a card or reverse a charge?
No. WebRun only reads transactions and policy status and reports on them. It never freezes a card, reverses a charge, or moves money. Any card action is left for an admin to take in Center.
What if the same cardholder keeps getting flagged?
The Teams report calls out cardholders with repeat flags that month, so a pattern gets noticed instead of each incident being reviewed in isolation.
Related templates
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