Permission Required: Permission Required: All Users can access this feature except External Accountant
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
Virtual cards can be issued easily and at any time, in unlimited quantities, and can easily be transferred or terminated if need be. Virtual cards can be used for any digital purchases such as advertising, online purchases, SaaS, etc.
You can also add them to Apple or Google Pay for in-store purchases at merchants that accept these forms of payment as long as the KYC process has been completed successfully. They are safer than physical cards and easier to manage.
Steps for Admins and Card Managers
As an admin or card manager, you can order a virtual card for yourself or your team by following these steps:
From your "Cards" menu, click on "Virtual card section".
Select the + Virtual card button, on the top right hand side.
The new virtual card form open, select the user for whom you're creating the virtual card, or create one for yourself.
Select the cards linkage. It can link to the cardholder's department or any additional project where the cardholder is added.
Fill in the required information and click "Request Card" once finished.
The virtual card details will be available immediately for use.
Steps for Employee
If you need to request a virtual card, please follow these steps:
From your "My Volopay" menu, click on "virtual card" in the navigation bar.
Select the + Virtual card button, on the top right hand side. The new virtual card form opens.
Select the cards linkage. It can link to your department or any additional project where you are added.
Fill out the required information on the following screen and click "Request Card" once finished.
Your virtual card details will be generated and available for use immediately upon approval.