Spending card

Getting Started with Spending card

• What are spending cards?
• How to set up spending card
• How to request spending card funds
• What are virtual Spending Cards?
• How to top up your existing spending card funds
• How to add a spending card to the Apple or Google wallet

Spending card Cardholders

• How to activate my spending card
• How to close spending card funds as a cardholder
• How to lock and unlock spending cards
• How to change the active spending card funds

Spending card Administrators

• How to reconcile transactions with spending card
• How to connect spending card with my bank account
• Declined Spending Card Transactions
• How to see my organization's funding history for Spending card
• How to set a low balance alert for spending card
• How to set up custom fields for Spending card

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FAQ - Spending card

• What Spending Card Notifications are available?
• How do I close a virtual spending card?
• How do I dispute a spending card transaction?
• Do spending card transactions sync to NetSuite?
• Why can't I close my fund?
• What are best accounting practices for spending card transactions?

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