There may be occasions where you need to cancel a cardholder's Expense Card (e.g., if their card or its details are lost or stolen).
Users with the Manage Cards user permission can cancel Expense Cards for cardholders at any time within the ExpenseIn Cards module.
Note:
Before cancelling a card for a cardholder, read our Report an Expense Card as lost or stolen Help Article.
A cardholder can also cancel their card from their My Cards area.
To cancel an 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 card you'd like to cancel. You can use the available Filter options to help with this if required.
4. Click the three dots icon next to the card and select Cancel from the drop-down.
5. Select a Reason for the cancellation and click Cancel Card to confirm.
6. A banner will appear at the top of the screen confirming that the card has been cancelled, and a red Cancelled label will display against the card.
Note: A confirmation email will also be sent to the cardholder's registered ExpenseIn email address.
Once cancelled, you can order you a new Physical or Virtual Expense Card for the cardholder if required.