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 day of the week the card can be used.

More Control on Cards - Advanced is available on Standard plans.

On Lite plans, read our article Configure spending control settings to know what you can set up for now 🤓.

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/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.
  • 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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