Configure control settings on cards - Advanced (Standard Plan)

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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