💡 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. You will need to submit a proof of identity to request a Virtual card, it won’t be usable if your identification is not validated.
Instant card: for one-off expenses, this temporary virtual card is set for a specific budget and validity period. The Instant card expires right after the chosen end date. As an Employee, you won’t need to submit a proof of identity to request a Instant card, you will be able to use it once it’s validated by the Admin or Manager.
How to request a card
To request a card, go to the Request section of your app, click on Make a request, then choose the type of card. Fill in the following settings.
Add the recurring monthly budget needed. The Admin or Manager will be able to edit it if you need more budget after validation.
Inform the reason why you need the card, to give more context to the Admin or Manager.
Add the temporary budget needed. The Admin/Manager will be able to edit it if you need more budget after validation.
Select the final day of use. This date can be no earlier than the following day and no later than one year from the application date. It can’t be changed. If you need it for a longer period, you’ll need to request a new card.
Inform the reason why you need the card
Once you submit a card request, the Admin or Manager will be notified by email and mobile notification.
How can I track my card request?
Once the card is created (or the request is declined), you will be notified by email and mobile push notification. In the meantime, you can go in Request tab of your app to check the status of your request: it will show as pending, declined or approved.
Can I edit or cancel a card request?
You can cancel a card request as long as it hasn’t been approved or declined.
However, you can’t edit a request. If you’d like to change your request, please cancel it and start a new one.
☝️ After you have made a transaction using your card, don’t forget to add a receipt.