--- title: Upcoming Enhancement – P-Card Cardholder & Director Approval Steps description: Optional cardholder and director approvals now sit before standard P-Card workflow steps. Configure per card mapping; unused steps are skipped. --- [Skip to content](https://support.aclarian.com/aclarian-client-support-knowledge-base/upcoming-enhancement-p-card-cardholder-director-approval-steps#main-content) English - United States Show submenu for translations [Client Support Portal](https://support.aclarian.com/aclarian-tickets?hsLang=en-us) [![BRANDING ELEMENTS LIBRARY (11)](https://support.aclarian.com/hs-fs/hubfs/BRANDING%20ELEMENTS%20LIBRARY%20(11).png?width=500&height=141&name=BRANDING%20ELEMENTS%20LIBRARY%20(11).png)](https://Aclarian.com) Open main navigation Close main navigation - English - United States Show submenu for translations - [Client Support Portal](https://support.aclarian.com/aclarian-tickets) How can we help you? - There are no suggestions because the search field is empty. 1. [Aclarian Client Support Knowledge Base](https://support.aclarian.com/aclarian-client-support-knowledge-base?hsLang=en-us) 2. [Aclarian Enhancements](https://support.aclarian.com/aclarian-client-support-knowledge-base/aclarian-enhancements?hsLang=en-us) September 15, 2026 # Upcoming Enhancement – P-Card Cardholder & Director Approval Steps We’re excited to announce an upcoming enhancement that adds optional cardholder and director approval steps to the P-Card workflow, before the existing group-based approvals. **What’s New** Currently, P-Card Integration Configuration controls whose dashboard a card charge routes to for coding. It does not add its own approval steps. After this enhancement, each mapped card can optionally route to a first approver (typically the cardholder) and a second approver (typically the cardholder’s director) before the standard workflow Management & Budget / Finance steps. Key capabilities: - **Optional First and Second Approvers:** Each card mapping can include a first approver and a second approver. If either step is left blank, that step is skipped. - **Users or group:** Approver fields support a specific named user or a workflow/user group — consistent with how group routing already works elsewhere in Aclarian.  ![](https://support.aclarian.com/hs-fs/hubfs/Captura%20de%20pantalla%202026-09-02%20124311.png?upscale=true&upscale=true&width=564&height=451&name=Captura%20de%20pantalla%202026-09-02%20124311.png)  - **Per-card configuration:** Approvers are set on the Card Number Mapping record, not as a single static chain for every P-Card form. - **Automatic workflow insertion:** When the feature is enabled for a client and a card has approvers configured, those steps appear immediately after form submission and before the existing configurable approval steps. - **Clear visibility in Forms Workflow:** When Enable P-Card Integration Approver Steps is turned on, the P-Card Forms Workflow screen shows a “P-Card Integration Approvers” message. That means the people or groups assigned on the card mapping review the form first. After they approve, the form continues to the regular approval steps configured on that screen.  ![](https://support.aclarian.com/hs-fs/hubfs/Captura%20de%20pantalla%202026-09-02%20110553.png?upscale=true&upscale=true&width=625&height=405&name=Captura%20de%20pantalla%202026-09-02%20110553.png)  - **Updated import template.** The Card Number Mapping import template and importer support the new approver columns. Imported emails are validated against active users or valid group names. **How Routing Works** When a P-Card form is submitted for a mapped card: - If the feature is off, or the card has no mapping / no approvers, the form follows the current approval chain with no change. - If the feature is on and Approver 1 is configured, that person or group reviews first. - If Approver 2 is also configured, that person or group reviews next. - After any configured integration steps are complete, the form continues through the existing P-Card Workflow approval steps. ![](https://support.aclarian.com/hs-fs/hubfs/Captura%20de%20pantalla%202026-09-02%20122111.png?upscale=true&width=1120&upscale=true&name=Captura%20de%20pantalla%202026-09-02%20122111.png)  **Example:** If the P-Card has been mapped with **Step 1** (User: Abdullah’s TEST in this example) and Step 2 (Group: Finance – P-Card Approval), those integration approvers must approve first. Only then does the form reach the standard Forms Workflow approver (for example, Osama as First Approval).  ![](https://support.aclarian.com/hs-fs/hubfs/pcard%20integration%202.png?upscale=true&upscale=true&width=596&height=483&name=pcard%20integration%202.png) ![](https://support.aclarian.com/hs-fs/hubfs/Pcard%20integration-1.png?upscale=true&upscale=true&width=656&height=347&name=Pcard%20integration-1.png)  **Important Notes**   - **This feature is optional and off by default.** If your organization already uses P-Card Integration Configuration, you can turn it on under **Payments \> Data Management \> P-Card Integration Configuration** by selecting **Enable P-Card Integration Approver Steps**. After that, assign approvers on each card mapping. - Historical P-card forms submitted before the enhancement remain fully accessible and keep their original approval history. - Coding / dashboard routing for card charges continues to work as it does today. This enhancement adds approval steps; it does not replace coding assignment. Benefits   - Cardholders can review and approve their own charges before department or finance review. - Directors can be inserted as an optional second step without rebuilding the entire P-Card workflow. - Approvers can be set per card, including mixed user and group assignments. - Teams that do not need the extra steps keep the current experience. - Import and admin tools stay in sync so large card-mapping updates can include approvers. This enhancement is scheduled to go live in production very soon. 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