đź’ˇ For Business and Enterprise plan users, employees can request cards to Admins or Managers, who are notified and can approve or reject the request in just a few clicks.
Which cards can be requested?
Employees can request two types of cards:
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Virtual card: this is ideal for recurring expenses, for example online subscriptions for marketing tools or softwares.
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Instant card: for one-off expenses, this temporary virtual card is set for a specific budget and duration. The Instant card expires right after the chosen end date.
How to approve a card
Once an employee requests a card, the Admin or Manager is notified by email and mobile notification.
To approve a card request:
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Go to the Tasks section of your app, in the To Approve tab or directly on the Card section of your app, and click on Task icon.
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Select the card you’d like to approve
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Review the card information and select the account it will be linked to
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Click Approve at the bottom of the screen.
You’ll have to comment on your decision if you choose to reject the card request.
Can I edit a card request?
You can edit the settings of a card only after you’ve approved it: the amount, the days of use or the authorized spending categories, for instance. You can also rename the card, for better management.