You can open a new virtual card request by clicking on the “Create request” icon at left side.

Complete the requested details for your virtual card:

• Purpose for the virtual card (will become the card’s identifier)

• Requested amount for the virtual card

• Card type: available options are pre-determined by your company and may include:

  • Multiple use: can be used for multiple transactions until value is utilized or end date

  • Single Use: can be used for only one transaction, prior to end date

  • Subscription: a multiple use card which will replenish to full card value at your desired cadence

• End date: automatically sets for 2 years, and can be set up to 5 years (up to one month before source card expiration)

• Comments: an optional field, for use in additional details as needed, which will show in the historic record of the request.

• Account Transaction Category, GL code, Cost Center: or other fields may be included, pre-determined by your company. Click the field(s) to open the side panel and complete from pre-populated options

• Assigned to: populates your designated Team Manager or Team owner for approval. Default approver is set when you are invited by administrator, and cannot be changed here. If multiple approvers are available for your company, your approver can reassign to a different approver. Team Owner and Company Administrator can access for approval from their dashboard > activity

Once the fields have been completed, click “SUBMIT REQUEST”

Your request will be sent to your Team Manager or Team Owner, who will be notified by e-mail.

After sent, it will appear as below:

The request can be accessed again from the Requests area at left side, and can be cancelled by you at any time prior to its approval.

You can add details or a question in the “say something” field at bottom which will remain for historic record.