Users with the Manage Cards user permission can order ExpenseIn Cards for their cardholders at any time within the ExpenseIn Cards module.
Note:
You'll need to create a cardholder before you can order them a card.
Cards can only be ordered individually.
To order an ExpenseIn Card for a cardholder, follow the steps below:
1. Go to the Cards module and click Manage.
2. In the Manage section, click the Cardholders subheading.
3. Find the user you'd like to order a card for. You can use the Filter options available to help with this if required.
4. Click the eye icon against the cardholder.
5. In the user's overview page, click New Card +.
6. On the pop-up window, enter the Shipping Details for the card (i.e. the address that the card will be sent to).
Note:
The shipping details can differ from the cardholder's address details.
Royal Mail is used to validate the postal address provided to ensure successful delivery of the card. If the postal address isn't valid, a message will display and you must enter a valid address to continue.
7. Click Create.
The cardholder will now receive an email confirming that a card has been ordered. Once they receive the card, the cardholder will be able to activate their card.
Note: You can view the history of the card ordered from the cardholder's overview or the Cards section. You can click the three dots icon against the card, then select Card History from the drop-down.
