Keep control on your card spendings and avoid inappropriate use by setting up Advanced Settings on your cards.
Add control to your spendings
With More Control on Cards - Advanced (available only on some billing plans) it's not only possible to control the budget, but also to pre-select which categories of spendings are allowed on a card and on what day of the week the card can be used.
Administrators/Controllers, this new feature will :
Enable finance/administration teams to reduce unwanted expenses
allow you to know how money is being spent (pre-approve spend categories and days)
reduce fraud
support Spendesk spending policies
improve spending habits
but also help to solve problems at the corporate level:
Approval / pre-approval process
Risk card sharing: each member can now have a personal card with its own limited categories.
Blocking of employees who do not have access to means of payment
Lack of visibility or control over expenses
Set up / View / Edit a card's control settings
On Spendesk, only Account Owners and Admins can set up more control on cards.
Go to the Cards tab.
Select a card.
Choose Card settings.
Edit the monthly budget if needed.
Allow/Refuse cash withdrawal and online payments.
Choose the period of use of the cards and the timezones applied to the card.
Choose authorized hours if needed.
Authorize (or not) contactless payments.
Click on 'Advanced settings' if you'd like to choose spend categories.
Edit Spending categories limitations. On this example, all categories are authorized.
Click on Save settings.
For now, it is not possible to choose authorized hours within the day (only allowed days of the week).
Requesters - Discover your card settings
Your Admin team has set spending limits for your card: you can check your card settings at any time.
It's very simple:
Go to the Card tab.
Go to your card details.
Check your authorizations (cash withdrawal / online payment).
Check your period of use.
Check your spending limits.
Tip: As usual, if you need to change your card configuration or budget, contact your Account Owner or Administrator!