What are a card's spending restrictions?

Restrict spending on cards to certain amounts or to certain rules.

How do you set spending restrictions on a card?

Any admin or reviewer with spending authorization can add or edit spending restrictions on a card.

Go to the Cards page
Click on the card
Under "Spending Restrictions", you can view the various spending restrictions on the card

Restrict using amounts

The dollar amount tied to the card is based on four different times frames:

Budget: this means the amount is static or the total can't be exceeded.
- There is an option to make the card "For single use," meaning the card can only be used once. Once the card has been used, the card will be automatically suspended.
Daily: Whatever amount is entered, i.e. $1000, can't be exceeded in one day.
Weekly: Whatever amount is entered, i.e. $1000, can't be exceeded in a week or 7-day period.
Monthly: Whatever amount is entered, i.e. $1000, can't be exceeded in a month or 30-day period.

Additional Budgets

Create an additional budget for this card directly from this page. These budgets get applied directly to the card once you assign it to a User. Click + Budget to begin.

From here, enter details about your budget including Name and Amount.

Then, choose what amount of time you'd like this budget set for. Additionally, you can click Add Day Restrictions to choose Days of the Week.

When complete, click Add Budget.

Additional Restrictions

Daily Limit

Add a max amount of money the card can use per day.

Example: A daily limit of $50 means that per day, the user can only use the card up to $50.

Transaction Limit

Enter any amount, so a transaction can't exceed that amount.

Example: A $500 transaction limit means any transaction on the card can't be more than $500.

Merchant Restrictions

Set the card so it can only be used at certain merchants. Select up to 10 merchants where the card can only be used.

Example: A card set to "Food & Drinks" may only be used at food and drink locations.