Resolve a Spend card request

When your Spend users request a card of their own, it's sent to Spend Admins to review. You can approve it to issue the card, or decline it if it shouldn't go ahead.

You can review requests from My Tasks or from Spend  ›  Overview.


Step-by-step guide

  1. Locate the request

    All pending requests appear under the New Spend card request section in My Tasks. Alternatively, you can also see these requested cards with the Pending Approval status in Spend  ›  Overview.

  2. Review the details

    Select the request to see the card type, requested card limit and frequency, the reason, and who requested it.

  3. Approve or decline

    Select Approve to issue the card, or Deny to reject the request. If you decline, the requester is notified and no card is created.


Want to approve with a different limit?

There's no way to edit the requested limit before you approve. Approve the card first, then change the card's limit once it's active.

Related to

Was this article helpful?
Thanks. That helps us keep this article accurate.

Sorry about that. What was missing?

Pick the closest reason, or send us the details.

Recently viewed