Virtual Card Requests

Check the articles within this section to learn: How to request, approve or cancel a virtual card. Your virtual wallet. How to use your virtual cards

How do I request a virtual card?

You can open a new virtual card request by clicking on the “Create request” icon at left side. Complete the requested details for your virtual card: Purpose for the virtual card (will become the card’s identifier) Requested amount for the virtual car ...

653 8 Created on 2019-06-04 02:31:04; Last updated on 2024-04-19 11:35:31

Managing Request Approvals

Requests for virtual cards require manager approval. Approvers are designated such by their role as a Team Owner or Manager, however approvers are assigned based on their team. A default approver is assigned at time of user invitation, and can only b ...

280 0 Created on 2019-06-04 04:12:24; Last updated on 2024-05-17 09:53:33

How do I cancel a virtual card?

If a virtual card needs to be cancelled, it can be done in the following ways:The card’s original approver can search/locate the card in their approval tray, within the “Approved” tab - then click “cancel card”Additionally, Team Owners can ca ...

500 1 Created on 2019-06-20 22:18:17; Last updated on 2022-07-01 13:01:09