- How to request funds for others
- How do I request funds on behalf of another user
- What is the spending card request feature?
What is the spending card request feature?
The following article outlines the improved spending card funds process, which is available for our spending card customers. This feature allows you to request spending card funds on behalf of someone else and was built to make distributing funds to your team easier.
How does it work?
- Submit a request for funds by selecting REQUEST on the left-hand navigation bar
- Select Fund.
- Select +REQUEST FUND
- Select the drop-down field Request Fund For
- Finish filling out the details of the Request and select SUBMIT
- Tap the +New Request orange button
- Tap Fund approval
- Tap the Recipient field
- Select or type in the user's name
- Finish typing in the details of the request
- Select Submit
How do I enable this feature?
It's automatically enabled for all accounts that have the spending card feature.