Users with the Manage Cards user permission can order Physical or Virtual 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 a Virtual 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 Virtual 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 + and select Virtual Card from the drop-down.
6. On the pop-up window, select a Spending Control to apply to the card.
Note: You can also select an Active Date Range for the card if it should only be available for use within a certain time period. Cardholders cannot amend the active date range for the card.
7. Click Create.
The cardholder will now receive an email confirming that a Virtual Card has been issued and is available on their account where they can view the card details.
Note:
Virtual Cards do not need to be activated, the card will automatically activate on creation, or if an 'Active Date Range' has been set, the card will automatically activate on the first day of this period.
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.
