Only Spend Admins can edit the limit and frequency of Spend cards.
As a Spend Admin, you can adjust the spending power of any card in your workspace at any time. You can do this manually or by reviewing requests sent to you by cardholders.
Change card limit and frequency manually
Resolve limit change requests
If you are not a Spend Admin, you can request to change your Spend card limit.
Change Spend card limit and frequency manually
- Navigate to the Spend > Overview, and select the card you wish to update.
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Click Change limit directly above to the current limit in the card section:
- Enter the new amount, select the frequency, and save your changes.
When changing the card limit, the current spend of the card will reset to £/€0, giving the cardholder full access to the new limit immediately.
Resolve limit change requests
When a cardholder needs to spend more than their given limit, they can send a request directly from their card view. You will be notified and asked to follow the link to review and resolve the request.
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Once you are redirected to the Spend card, click Review request on the pending banner:
- In the pop-up, review the cardholder's name, their requested amount, their reason for the change, and how much they have spent in the current cycle so far.
- If necessary, set the new frequency for the card.
- Click Approve or Decline. The cardholder will be automatically notified of your decision via email.