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  1. Spending card Cardholders
  • December 22, 2022 21:19
  • Updated

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:

Note: The following steps only apply to physical cards. 

Web app: 

  1. Select the Spending Card tab
    • mceclip1.png
  2. Select the Physical Cards tab. 
    • mceclip2.png
  3. Select the open fund from the list that you would like to close.
    • mceclip3.png
  4. Select the Close fund button located at the bottom right-hand corner of the screen. 
    • mceclip4.png
  5. Confirm by selecting the Close fund button. 
    • mceclip5.png

Success! You've closed the fund. 

 

Mobile app: 

  1. In the mobile app, tap the card button located at the bottom of the screen. 
  2. Tap the black physical card located at the top of the screen. 
  3. Tap the Funds tab. 
  4. A list of funds will appear on the screen. Tap the fund you wish to close. 
  5. Select Close Fund. 

 

Additional Information:

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