Add a new application

To add a new application go to the “Applications” tab.

There, click on the “Add new application” button. A new window will pop up so that you can insert the application’s details:

You can search the application from the list or add a new one.

To continue, you can add the reason why that application is needed or used for, as well as assign it to a specific team.

As some applications do not involve a charge, you can choose the option to not create a virtual card for this application, in which case you don’t have to add the budget details.

Otherwise, you can set the budget amount and the payment frequency to weekly, monthly, quarterly, and yearly for your bookkeeping reference.

If you would like to pay for the subscription with a Cledara virtual card, select 'Add a virtual card to this application'.

In this case, the payment frequency will determine how often the card is topped up, and to control your spending, you can choose between a fixed card or a soft card. 

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How do I set a budget for my application?

Lastly, select the payment options that best suit your needs: budget flexibility, automatic flush, and the first top-up date.  

Everything looks good? Then press the “Add application” button at the bottom of the page.

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If approval flow is enabled, it will be sent to the admins and your team manager for approval.

Otherwise, the application will be automatically created and so will the virtual card (if applicable).

Once your request is approved or the app is created, you can check the details of the virtual card by accessing the application in the “Applications” tab and using the “View card details” button.

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With those details in hand, you can now go to the application provider and change the card payment details to the newly created card.

From now on, the charge for the application will be made to this card, and you will be able to monitor the expense and easily deactivate the card if necessary.

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