💳 Configure control settings on cards - Advanced

Add timeframes and spending categories limitations to cards.

Updated over a week ago

➡️ 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, 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 days of the week the card can be used.

Set up / View / Edit a card's control settings

🧒🧓 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/disable cash withdrawal and online payments.

  • Choose the period of use of the cards and the authorized hours applied to the card.

  • Choose authorized hours if needed.

  • 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.

Requesters - Get to know your card settings!

Spend responsibly! Your Admin has defined spending limits on your card, but it's for your own good 🎉.

It's possible at any time to view your card settings.

Simply:

  • Go to your Card tab;

  • Go to Your card setup;

  • Take knowledge of your authorizations (cash withdrawal / online payment);

  • Take knowledge of your period of use;

  • Take knowledge of your Spending categories limitations.

Your card setup is also available on your mobile app!

Tip:

As usual, if you need a change in your card setup or budget, contact your Account Owner or your Administrator! 😊

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