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How to set up spending card

Question:

  • Learn about Procurify spending cards 
  • What is this new spending card feature 
  • Does it cost money?

Contact a Procurify representative if you're considering setting up spending card to ensure you have the feature enabled. This feature is only available to customers that have a US bank account.

Setting up your Spending Card Account

The following articles outline step-by-step how to set up spending card for your organization. 

  1. How to connect spending card with my bank account
  2. How to add funds to my spending card account
  3. How to give a user permission to spending Card
  4. How to order a spending card

 

How to set up Spending Card for Cardholders 

The following articles outline step-by-step how to set up spending card for an individual user. 

  1. How to activate a spending card
  2. How to request spending card funds and top-up funds
  3. How to allocate funds to a fund request

 

Related Articles 

How to approve spending card funds 

How to deactivate a spending card  

How to freeze funds in case a card is stolen or misplaced

How to reconcile transactions 

 

The spending card program's issuer is Celtic Bank, a Utah-chartered Industrial Bank (Member FDIC). The card type is a Visa Commercial Credit card.