Permission Required: Users with the Admin Profile and Custom Profile can access this feature
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
We've implemented a convenient method for cardholders to link their physical card to specific projects or departments, allowing them to request limits within each project or department budget. This provides them with increased control over budget expenditures, while simplifying spending for cardholders who can use a single physical card across multiple projects or departments.
By default, all newly activated physical cards on the Volopay platform will be linked to the cardholder's department with a limit set to 0. Cardholders must request an update to the limit to make expenditures from the linked department or project.
Steps to edit physical card limit :
Method 1 : Request to update limit as a Member
Open the physical card slider and navigate to the "My Volopay" section.
Start by clicking on "Physical Card"
Click on the "Edit Limit" button to access the edit limit form. Here, specify the desired spending limit amount, choose the frequency for limit refresh, and provide a reason for the limit request.
Click on "Request," review the details of your limit request, and submit it.
Step 5: Upon approval by the respective approvers, the new limit will be updated in your chosen department/project's physical card limit, enabling you to commence spending.
Method 2: Edit the limit for other users' physical cards if you are an admin or card manager.
As an admin or card manager within the company, navigate to the card module section, then select "Physical Cards."
From there, choose the specific physical card for which you wish to edit the limit. Follow the same steps outlined above to modify the limit for any other user's physical card as well.
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