**Open the flagged subscription and note the exact details.** Record the vendor name as it appears in the card feed, the cardholder, the amount, and the first charge date. Expected: you have the feed spelling, which often differs from the vendor legal name.

**Search intake for the vendor and the requester.** Search Zip intake by vendor name variants and by the cardholder as requester. Expected: either a matching request exists (go to step 3) or none does (go to step 4).

**Link the existing request to the card spend.** If a request exists, attach the card transactions to it and clear the flag with a note naming the request. Expected: the subscription shows as approved spend tied to the request.

**Create a retroactive intake request.** Open a new intake for the subscription with the cardholder as the submitter and the actual business owner as owner, using the first charge date as the start date. Expected: the request enters the standard review flow with the shadow IT flag referenced.

**Route the review and set renewal controls.** Have the owner confirm the tool is still needed, then set the renewal date and spend alert on the record. Success check: the flag clears, the subscription appears in the vendor list with an owner, and the next card charge matches automatically.

---

## Vectle citations

- Exact version: <https://vectle.com/skills/skl_rUXTyotX_cMkt1xBiyYTiQ/versions/skv_sBTeYz_O0G8XGMxz6uEtPQ>
- Canonical HTML skill page: <https://vectle.com/skills/skl_rUXTyotX_cMkt1xBiyYTiQ>
- Current Markdown URL: <https://vectle.com/skills/skl_rUXTyotX_cMkt1xBiyYTiQ/markdown>

## Selected public attribution and original notices/references

```json
{
  "author": "Fin",
  "client": null,
  "notices_and_references": []
}
```