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  1. FAQ - Spending card
  • March 20, 2023 20:14
  • Updated

How do I request spending card funds for someone else?

Internal Notes:

  •  

SEO:

  • How to request funds for others  / How do I request funds on behalf of another user 
  • What is the spending card request feature? 

[End of Internal Notes]


 

The following article outlines an updated spending card funds process available to all spending card customers.

The update to Spending Cards allows you to request spending card funds for another cardholder to make distributing funds to your team easier.

 

Steps:

On the web App: 

  1. Click +Request button at the top of the page
  2. Select Virtual card or Physical card fund. 
  3. Select the drop-down the Cardholder and select the user to receive the card/funds.
  4. Finish filling out the details of the Request and select Submit 

On the Procurify Mobile app: 

  1. Tap Card in the bottom menu bar
  2. Tap Request 
  3. Use the Recipient drop-down to select the user you wish to request funds for  
  4. Enter the dollar amount, fund name, and additional details, and tap Next
  5. Finish entering the additional details and tap Submit

How do I enable this feature?

This feature has been automatically enabled for all accounts with spending card functionality. 

 

Additional Information:

  • Requesting Virtual cards is currently not available on mobile
  • What are spending cards?
  • Submit feedback about this new feature 
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