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View your ExpenseIn Card spending controls

Learn how to view your ExpenseIn Card spending controls via the ExpenseIn web portal.

J
Written by Jack
Updated over a week ago

Before using your ExpenseIn Card, you may wish to view your card spending controls in the ExpenseIn web portal.

To view your ExpenseIn Card spending controls, follow the steps below:


1. Go to the Cards module and click My Cards.

2. In the My Cards section, click the three dots icon against the card you'd like to view the spending control for and select View Spending Controls from the drop-down.

3. A pop-up window will appear; review the information to check your Card Spending Controls.

  • Spending Control Name - the name your company's Finance team has given the spending control assigned to your card.

  • Categories - the categories your company's Finance team has allowed/blocked for when using your card.

  • Countries - the countries your company's Finance team has allowed/blocked for when using your card.

  • Spending Limits - the limits your company's Finance team has set for your card's spending control.

    • Amount - the spending amount limit.

    • Interval - the interval for the spending limit (e.g. Daily, Weekly or Monthly).

    • Categories - the categories the spending limit applies to.

    Note: If a spending control has overlapping spending limits, the most restrictive spending control will apply.

4. Click Close once you've finished reviewing your card spending controls.

If you see any details you believe are incorrect, please contact your company's Finance team.

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