💡 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:
Virtual card: this is ideal for recurring expenses, for example online subscriptions for marketing tools or softwares.
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:
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.
Select the card you’d like to approve
Review the card information and select the account it will be linked to
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.