KNOWLEDGE BASE

What types of card controls are available in Spend Management?

Card controls let you (the business owner) set, view, and manage card limits and restrictions for each user’s (i.e., employee’s) card(s).

You can also choose to delegate additional users to manage card controls.

Administrators with full access will have similar permissions as the business owner to manage card controls.
Department leaders with full access can only manage card controls for their specific department, with limitations.

Available card controls in Spend Management

Please note, use and access to these features depend on the permissions granted to the user that’s viewing them.

Control type	Details
Credit limit	This is the maximum amount of credit available to the user with the card at any time. The minimum amount of credit is $500, and the maximum is the business credit limit. The credit limit must be entered in increments of $100. The credit limit will reset based on the billing cycle. The credit limit is a required field and must be set.
Spend Limit	This limits control when or how fast this money can be spent. Can set how much can be spent daily, weekly, or monthly. OR Make the Spend limit available until a specified date. OR Can choose No set spend limit, which lets the user spend the full limit available.
Days of use	This limits the days of the week the card can be used, if desired.
Merchant categories	This limits purchases to the chosen categories. Can choose to restrict by groups and/or specific category types or allow purchases in all categories. Any transactions that fall into unselected categories will be declined. Restricted spend categories section: Can choose to restrict card from e-commerce, phone, and mail order transactions. Can choose to stop any spending outside the United States.
State	Select the toggle button to turn the card on for authorize purchases.
Card lock	Allows the card to be locked temporarily to prevent new purchases, but pending or reoccurring transactions will still be processed.