Goal:
- Requesting a spending card fund
- Requesting a spending card top-up
- Spending card Top-up
The following article outlines how to request funds for your spending card.
Mobile Steps
- Tap 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 Next located at the top right-hand corner of the screen.
- Select your Location, Department, and 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.
- Select your Approver. The Approver may be selected automatically.
- 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
- Click the +NEW REQUEST orange button at the top of the screen and select Fund.
- Enter what the fund is for and how much you need for your card.
- Select your Location, Department, and 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.
- Select your Approver. The Approver may be selected automatically.
- Click Submit for Approval.
Success! You've submitted a request for funds! You will get a notification once the fund has been approved.
Additional Information:
- This feature is only available to customers that have a US bank account.