Need a hand?

If you're on a Grow, Scale, or Enterprise plan, you can set up custom approval processes to approve or reject requests from your team members. You can create approval processes for:

• Card requests
• Money transfers
• Card expenses submissions
• Reimbursement requests

If enabled, team members without the 'Manage cards' permission can request a new card or a spend limit increase.

You can create approval processes to define whether such requests need approval by other team members before cards are issued or spend limits are increased.

The default card approval rules automatically apply to any card request and initially state that they must be approved by the owner. You can edit these rules through Manage Cards. To edit the default card approval process:

• Make sure you have 'Manage cards' permission to proceed
• Go to 'Settings'
• Go to the 'Approval processes' sub-menu, then Card requests
• Click 'Default cards approval'
• Add a new rule or edit existing rules attached to that process
• Enter the amount that needs approval
• Select whether it should be automatically rejected or reviewed by specific approvers (they can be individual team members, specific roles, or the manager of the requester)
• Select the number of approvals needed
• If approvals require another layer of reviewers, 'Add step' and select the next approvers

• Team members with 'Manage cards' permission won't need approval to create or edit cards
• There can be only 1 card request approval process. This will apply to all card requests by default
• You can turn off card requests by going to the 'Cards' section and selecting Settings, then disabling 'Card requests' toggle
• Card requests with a spend limit below the specified amount will be processed automatically