Go to:
Expense Cards → Cards
If you have the proper permissions, you’ll see an Add Card button.- Choose Card Type:
- Virtual Card: Instant issuance - ready to use immediately.
- Physical Card: Mailed within 5-7 business days.
- Must use a U.S. street address (no P.O. boxes).
- Assign to Team Member:
- Select the user from the dropdown.
- Tip: Pre‑add your team members so their names appear when you search.
- (Optional) Add a Card Nickname:
- Enter any label to help you identify the card internally.
- Set a Spend Limit:
- Specify an amount up to your overall credit‑account limit.
- Purchases exceeding either the card’s limit or the account limit will be declined.
- Choose Refresh Frequency:
- Daily, Weekly, or Monthly - determines how often the card’s spend limit “resets” to the original amount.
- (Optional) Apply Merchant‑Category Restrictions:
- You can restrict the card to specific merchant categories at any time.
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