Goal:
Ordering a new spending card
Spending card Management
I need a new spending card for my employees
How to issue a card
The following article outlines steps for ordering a new virtual or physical spending card.
You must be a Superuser or have custom permissions to manage spending cards to complete the following step. If you are a requester, please see How to request spending card funds
Steps:
Navigate to Spending Card → Manage Cards
Click Issue Card
Select the card time by clicking Physical card or Virtual card
Enter the Cardholder to receive the card by typing their name and selecting their name from the drop-down field.
If a physical card is selected, select a Shipping Address or add an address by clicking +Use Another Address.
Select the Submit button
Success! You've ordered a new spending card. If you've ordered a physical card, the card should arrive in 5-8 business days.
There is a limit of one card physical card per Cardholder multiple funds can be held on a single physical card.
Physical cards arrive in 5-8 business days.
If a virtual card is ordered, an email will be sent to the cardholder.
This feature is only available to customers that have a US bank account.