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Replace a Virtual Expense Card for a cardholder

Learn how to replace a Virtual Expense Card for your cardholders.

J
Written by Jack
Updated this week

Users with the Manage Cards user permission can replace Virtual Expense Cards for cardholders at any time within the ExpenseIn Cards module. You may need to replace a Virtual Card for a cardholder if the card has expired, or if the details are stolen.

To replace a Virtual Expense Card for a cardholder, follow the steps below:

1. Go to the Cards module and click Manage.

2. In the Expense Cards section, click the Cards subheading.

3. Find the cardholder's Virtual 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 Virtual Card and select Replace from the drop-down.

5. On the pop-up window, select the Reason for replacement.

Note: You're unable to select 'Damaged' as the reason for replacement as this is not an available option for Virtual Cards.

6. Click Replace Card.

The cardholder will receive an email confirming that their card has been replaced and their original Virtual Card will automatically be cancelled. If the replacement card should have an active date range set, you can edit the new Virtual Card.

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