Permission Required: Users with the Admin Profile, Card Manager and Custom Profile can access this feature
Regional Availability: Australia, India, Indonesia, Singapore, United States
How to Use the "Linked To" Feature
The "Linked To" feature of your physical card provides flexibility in managing your expenses by allowing you to switch your card's association between your department and various company projects.
Key Features
Automatic Department Linking: Upon activation, your physical card is automatically linked to your department.
Flexibility to Switch: You can easily reassign the card’s affiliation from your department to a specific project or vice versa.
Real-Time Budget Management: Expenses linked to your department or project are automatically deducted from the respective physical card limit and adjust the budget allocation accordingly.
Benefits
Streamlined Expense Allocation: Simplify expense tracking by directly linking transactions to relevant projects or departments.
Accurate Budgeting: Ensure your spending aligns with the correct budget, improving financial accountability.
Easy to Manage Multiple Projects: Seamlessly switch card affiliations for different projects without complications.
Steps to Switch the "Linked To" Setting of Your Physical Card
Open the Physical Card Slider
Access your card by navigating to the physical card slider in the platform.
Navigate to the Overview Section
Within the physical card slider, locate the Overview section.
Click the "Switch" Button
Tap the Switch button to proceed.
View and Select from the List
A list of all associated projects and your department will appear, along with:
Physical card limits for each option.
Budget limits for both departments and projects.
Select the desired project or department to reassign your card.
Once completed, your card will be linked to the chosen department or project, and any subsequent expenses will be adjusted against the corresponding budget and physical card limit.
Physical Card: How the user department switch flow is handled
Earlier, when a user was switched from one department to another, all their existing physical cards were blocked. Now, when a user is moved from one department to another, all their physical cards will be moved to the newly switched department
Note:
When a physical card is switched to another department, the card limit resets to 0.