Please note, at this time, only admins can create cards on Float. If you are a spender or manager, you can request spending to get a card created!
To create a card as a Float admin:
- Navigate to "Cards → "Create Card" → "Virtual"
- Populate the Card name, select a spender, and choose the currency and submission policy.
- Press Create and Voila! Your card will be instantly created.
Float Cards are issued with a $0 balance. Once the card has been created you can create recurring and temporary limits! Learn more about setting card limits HERE!
Note: Cards can only have one Recurring limit. Professional plan members can have multiple Temporary limits applied to one card.
Virtual Float cards will auto-delete once all limits on a card expire. To keep a virtual card active, ensure you have a limit! This does not apply to physical cards.
To override the auto-delete function, click the three vertical dots on the top right corner and deselect "Auto-delete the card once all limits expire"
Comments
0 comments
Please sign in to leave a comment.