How to update limit on a physical card

On Web

There are multiple ways of funding your physical cards:

Process A

1.Navigate to Cards Section from the left pane

2.Go to Physical Cards

3.Click on the specific card name

4.Navigate to the Budgets

5.Hover to the limit column and click on the Pencil icon.

6.You will be redirected to the "Update limit" page, in here you can update the limit, choose the frequency (One time/Monthly), add notes and also be able to see the old and the updated limit as well as the frequency.

8. Click on continue and then submit. (Once you submit, the admin and budget owner will receive your request).

Process B:

1. Go to the Budgets tab on your left pane

2. Select the budget from which you want to fund the physical card of any user.

3. Slide to the "Cards" section.

4. Navigate to the user's card and click on the pencil icon on in the "limit" column.

5. You will be redirected to "update limit" page. Here you can update the limit on the physical card.

6. Click on continue and submit.

Note: -

-Recurring funds cannot be added from a non-recurring budget.

-Approval policies applicable to increase the balance amount.

Process C:

1. Go to "Manage Tab" on the dashboard.

2. Click on the "People" tab and find the user you would like to update limit for.

3. Click on the user and you will be redirected to the user's overview page.

4. Select "cards" tab and. When you hover the physical card, you will see an arrow as shown below:

5. Click on the arrow and you can see the budgets to which your physical card is attached to.

6. Now, from the budgets listed, you can update the limit under limit tab by clicking on the pencil icon.

7. You will be redirected to "update limit" page. Here you can update the limit on the physical card.

6. Click on continue and submit.

Process D:

1. Hover to "cards" tab on your left pane.

2. Click on physical card.

3. On the top left click on "Update limit"

4. Select the budget from which you want to draw the funds.

3. Select the Physical card you update the limit for.

4. Click on continue and submit.

Note: You can also temporarily set a limit on the physical card just for the month if you have selected “apply limit change only for the current month” toggle on.




If you have any other questions, send us a message through chat, we'll be happy to help.

Did this answer your question?