A spending control enables you to limit and control your cardholders' spending. The spending controls enable you to limit merchants, countries and transaction values.
To create a new spending control, follow the steps below:
1. Go to the Cards module and click Manage.
2. In the Manage section, click the Spending Controls subheading.
3. Click New Spending Control.
4. On the pop-up window, enter the details for the spending control as required.
Name - enter the spending control name.
Merchant Categories - select the categories you'd like to either allow or block for the spending control.
Merchant Countries - select the countries you'd like to either allow or block for the spending control.
Spending Limits - set the spending limits for the spending control.
Amount - enter the spending amount limit.
Interval - set the interval for the spending limit (e.g. Daily or Per Authorisation).
Categories - set the categories the spending limit applies to.
Note: If a spending control has overlapping spending limits (e.g. £100 per authorisation for all categories and £50 per authorisation at category level), the most restrictive spending control would apply (e.g. £50).
5. Click Create.
A banner will appear at the top of the screen to confirm that the spending control has been created.
Note: If you have multiple spending controls set up, you can mark a spending control as the default option for when creating a new cardholder. To mark a spending control as the default option, click the three dots icon and select Make Default from the drop-down.
