Basics with Go
Go Navigation Panel
The Navigation Panel, on the left side, is where you’ll access your account and virtual card activities. The panel will have options based on your role. These options may change as your role changes, or as you or your team have transactions: Dashbo ...
Understanding Refunds and Credits for Virtual Card Transactions
Understanding refunds and credits for virtual card transactions Sometimes, after making a purchase with a virtual card, you may receive money back from the merchant. This is known as a refund or credit. You can now view these credits in Go alongside ...
Adding Notes to Transactions
Adding notes to Transactions You can add a short note to a virtual card purchase in Go. Use a note to explain what the purchase was for, add a reference number, or share any other detail with the people who review your transactions. Each purchase can ...
Terminology
Here are some helpful terms, used in reference for your Go account and activities: Company Administrator: The person or people responsible for administering Go across your organization Dashboard: A quick-glance option into the company or a team's spe ...
Roles and Abilities
Your designated role within Tradeshift Go determines the activities you can perform, as well as your responsibilities and the options available for you. Roles are set at the time of your invitation to the Go account, and they can be changed by the Co ...
Go Quickstart User Guide
Here are links to updated articles which contains articles for general Go usage - previously in our Go Quickstart Guide.These articles are also available singly, within the Knowledge base by search, however, after you are logged into Go, you can clic ...
Source Card Management
Here are some common cases for issues you might encounter while managing your source card in Tradeshift Go. Please find your relatable situation to understand the reasons and solutions. 1. Unable to enrol Replacement Card: If the card you want to enr ...
Removing Users with Virtual Cards from Tradeshift Go Account
If you ever attempt to remove a user from your Tradeshift Go account but you are getting the below error: This is due to an active virtual card that is still tagged with the user. Please ask the user to cancel their card before you can proceed to rem ...
AMEX Go and Two Factor Authentication
Summary Tradeshift Go virtual cards backed by American Express (AMEX) utilize two factor authentication for a more secure spend management process. What is Two Factor Authentication (2FA) What is 2FA? 2FA or Two Factor Authentication is a solution wh ...