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How to close spending card funds as a cardholder

Goal:

  • The following article outlines closing spending card funds in Procurify 

The following article outlines how cardholders can close spending card funds in Procurify. Funds cannot be closed until all of the transactions are posted. Closing funds are necessary to ensure that any remaining unused funds are allocated back to the main account balance for further spending. 

Steps:

Mobile app: 

  1. In the mobile app, click on the spending card image located on the homepage. 
  2. Select the Active fund.
  3. Select Close Fund.
  4. Select Yes, I'm done to confirm the change. 

Web app: 

  1. Click on the SPENDING CARD tab.
  2. Click MY CARD.
  3. Click on the open fund.
  4. Click close fund.

Success! You've closed the fund. 

 

Additional Information:

  • The user whose funds have been closed will receive an email notification. 
  • This feature is currently in beta and is only available to customers that have a US bank account. 
  • Funds cannot be closed until all of the transactions are posted.