Users with the Manage Cards user permission can order ExpenseIn Cards for cardholders at any time within the ExpenseIn Cards module. You may need to order a replacement card for a cardholder if they state that their card is damaged or expired.
Note: The cardholder's original card will continue to be active until the replacement card has been activated. Once the replacement card has been activated, the original card will automatically be cancelled.
To order a replacement 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 Cards subheading.
3. Find the cardholder's card that you'd like to replace. You can use the Filter options available to help with this if required.
4. Click the three dots icon against the card and select Replace from the drop-down.
5. On the pop-up window, select the Reason for replacement and enter the Shipping Details for the replacement card (i.e. the address that the card will be sent to).
Note:
The shipping details will be pre-populated with the cardholder's details, but these can be changed if required.
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.
6. Click Replace Card.
The cardholder will receive an email confirming that a card has been ordered. Once they receive the card, the cardholder will be able to activate their card.