If you have multiple funds available on your spending card, you can choose the right one before making the purchase. Selecting the fund will update the maximum limit on the card, and automatically associate the transaction to the right account code, making reconciliation easier.
Mobile Steps
Note: Update your Procurify mobile app to the latest version in order to complete the steps below.
An active fund is always visible from the dashboard. To change it:
- Tap on the card image on the top of the screen
- Tap on the Card at the bottom of the screen and select Change active fund.
Web Steps
- Click on the Spending Card on the left, and open the My Card page.
- Select the new Active Fund on the top of the screen