The following article outlines how cardholders can close spending card funds on their physical spending card. Closing a fund will transfer the unused balance to your organization's spending card allocation pool.
Note: Funds cannot be closed until all transactions are posted.
- Navigate to Spending Card → Physical Cards
- Select the applicable fund.
- Click Close fund at the bottom right of the page
- Confirm that you would like to Close fund.
Success! You've closed the fund.
- Tap Card icon in the menu bar at the bottom
- Tap the physical card.
- Tap the Funds tab.
- Tap the fund you wish to close.
- Select Close Fund.
- Funds cannot be closed until all of the transactions are posted.