Goal:
- Requesting a Procurify Pay Request
- Topping up a Procurify Credit Card
- Pay Card Top-up
The following article outlines how to request funds for your Procurify Pay card. This feature is currently in beta and is only available to select customers (that have a US bank account).
Steps:
- Select the +NEW REQUEST orange button at the top of the screen and select Fund Approval.
- Enter what the fund is for, how much you need for your card, and add any additional details about the request.
- Select your Location, Department, and account code for this fund request.
- Select your Approver.
- Add any attachments (optional).
- Click Submit for Approval.
Success! You've submitted a request for funds!
If you want to top up your existing funds:
- Tap on the Procurify Pay tab located at the bottom of the screen in the shape of a card icon.
- Tab on FUNDS tab
- Select your fund
- Tap Top Up
- Add top-up reason, amount, and any additional notes.
- Click Submit for Approval.
Success! You've topped up your funds.
Additional Information:
- Procurify Pay is in beta and available to all US customers with a US bank account
- The Procurify Pay card program's issuer is Celtic Bank, a Utah-chartered Industrial Bank (Member FDIC). The card type is a Visa Commercial Credit card.