The notification opt-out list lets admins exclude specific merchants from receiving text notifications for card transactions. This is useful for merchants that typically generate PDF receipts (e.g., airlines, hotels) or recurring subscriptions where employees don’t need a text reminder every time.
Once a merchant is added to the opt-out list, Expense Management will stop sending text notifications for transactions from that merchant - either for you alone or for everyone in your organization (based on what you select).
Steps to add a merchants to notification opt-out list
Select the Settings tab on the left panel.
Select the Notifications & reminders tab and open the Manage text notifications section.
Select Add merchant.
In the merchant field, enter some of the characters present in the merchant’s name.
For example, if the transaction shows AMZN Mktp, you can enter AMZN. The system uses pattern matching to match merchant names based on the characters entered. You need not enter the exact merchant name.
Select who the exclusion should apply to:
Only you: Text notifications will be excluded only for you.
Everyone: Text notifications will be excluded for all employees.
Select Save to finish.
Note that the opt-out applies only to future transactions. Removing a merchant from the list will re-enable text notifications for future transactions.
Steps for employees to add merchants to their opt-out list.
Your employees (spenders) can also add merchants to the opt-out list. However, they can apply the exclusion only for themselves. Your employees cannot remove or edit merchants added to this list by a you (an admin) for the organization. They can only add additional merchants for themselves.
Visit the Add merchants to text notification opt-out list article to learn more about how your employees can add merchants to the notifications opt-out list.
If you need further assistance with adding merchants to opt-out list, contact our support team at support@capitalone.sage.com.