First steps for cardholders
How to activate
For security reasons, please only activate a physical card once it has arrived with you in the post. The named cardholder, or someone with the Owner or Admin role on your account will be able to activate their card via their account. Please go to the “Cards” page and select the card. A panel will appear on the right. Under the image of your card, you’ll see a box with this link “Click here to activate your card”. You will need to click this option and enter your password.
How to check your PIN
Only the named cardholder can see their PIN. Please go to the “Cards” page and select the card. A panel will appear on the right. Under the image of your card, you'll an option to “View PIN”.
You'll need to enter your account password in order to see your PIN.
How to attach receipts and add annotations
Uploading receipts gives more information about your transaction. To upload a receipt, first find the transaction you want to attach the receipt to. You can do this by going to the transactions page and using the search function to find the relevant transaction.
Once you have found the transaction, click on it, and a panel will appear showing you more information on the transaction. On the panel, there is a box where you can click on “Add attachment” which will allow you to choose files from your system to upload.
You can upload up to 10 attachments per transaction.
On the same panel, you can also choose to add an attachment. This opens a new screen where you can add note about your transaction, select an annotation catagory and have another chance to add an attachement.
What to do if you lose a card
If you think it's simply misplaced you can pause the card temporarily. Go to the “Cards” page and select the card. Use the pause option on the menu. You can resume the card later in the same place if you find it.
If you would like to permanently cancel the card, select the card on the “Cards” page. At the bottom of this menu, select the option to “Review and edit card settings”. On the next menu you will see an option to cancel the card. Once you have cancelled a card you will need to order a new one. You will also need to reset any limits you had on the card.
