How to create and use virtual cards

Manage company cash flow with unlimited, unique vendor cards.

Virtual cards allow you to create unique cards for each of your expenses, staff, subscriptions, and more. Customize your daily and monthly card limits to manage your company's cash flow.  

How to create a virtual card

  1. Click 'Card’ on the left-hand side of your dashboard, then select 'Manage Cards'. 
  2. Click '+ New Card’ in the top right corner of the Manage Card page.
  3. Choose the 'Virtual Card'  option
  4. Fill out the information needed including card name, and purchase limits, and assign a cardholder.  
  5. You will be redirected to the 'Manage Cards' dashboard and see the newly created card.
  6.  Use the icons below each card to copy, show or hide card numbers and see each card's settings. In the card settings, you can view or edit card limits, or delete the card altogether.