How to request spending card funds

The following article outlines how to request funds for your spending card. 

Mobile Steps

1. Tap the +New Request button at the top of the screen and select Fund Approval. 
2. Enter what the fund is for, how much you need for your card, and add any additional details about the request.
3. Select Next, located at the top right-hand corner of the screen. 
4. Select your Location, Department, Account Code, and other inputs for this fund request. If you want to, attach a file by tapping the paper clip icon at the bottom of the right-hand side of the screen.
5. Select your Approver. The Approver may be selected automatically. 
6. Click Submit for Approval. 

Success! You've submitted a request for funds! You will get a notification once the fund has been approved. 

Web Steps

1. Click the +New Request button at the top of the screen and select Fund. 
2. Enter what the fund is for and how much you need for your card.
3. Select your Location, Department, Account Code, and other inputs for this fund request. If you want to, attach a file by tapping the paper clip icon at the bottom of the right-hand side of the screen.
4. Select your Approver. The Approver may be selected automatically. 
5. Click Submit for Approval. 

Success! You've submitted a request for funds! You will get a notification once the fund has been approved.