Bulk Order Physical Emburse Cards

Administrators can bulk order physical Emburse Cards in Emburse Spend to issue them efficiently to multiple employees. This article explains how to download and complete the bulk order template, set spending and transaction limits, and cancel orders if issued in error. Following these steps ensures that card limits and assignments comply with your organization’s policies and that cards are shipped promptly.

You can create virtual cards for one to ten employees at a time and generate physical cards as needed on the Team Cards screen, see Create and Assign Virtual Cards.

Each member may only have one physical Emburse Card assigned at a time.

Bulk Order Cards

  1. Go to Admin → Team Cards.

Spend Admin left navigation with Team Cards highlighted.

  1. Select Create Card.
Physical Emburse cards cannot be shipped to a P.O. Box.

Spend admin left navigation showing Team Cards selected to view card management options.

  1. Select Bulk Order Physical Cards.

Create Card modal with Bulk Order Physical Card option selected.

  1. On the Order Physical Cards window, select CSV Template to download the bulk-order template. You can also download the template here.

Order Physical Cards window showing CSV Template button to download the bulk template.

  1. Complete the template.
    • Card Name: The user's name (max number of characters is 21)
    • Cardholder Email: Any cards issued to individuals without an account will initiate an email invitation to Emburse Spend. Their cards will be shipped only after they accept the invitation.
    • Card Budget: Set a limit on the amount the card owner can spend with the card.
    • Card Replenishment Frequency: Determines whether the card has a recurring budget and how often the balance will be replenished: non-recurring, daily, weekly, or monthly
    • Transaction Limit: The maximum spending amount per single purchase. Enter the transaction limit as a whole number or decimal currency value (for example, 500 or 250.00). If there is no transaction limit, leave this column blank.
    • Shipping Recipient Name
    • Shipping Street Address
    • Shipping Address City
    • Shipping State
    • Shipping Zip Code
  2. Drag and drop the file into the user interface, or select Choose a File to upload the completed template file from your computer.
  3. After the upload is complete, select Review Details.

Review Shipping Details page listing addresses for bulk physical card orders.

  1. After reviewing the shipping details, select Order Cards.

Cancel Ordered Cards

If a card is issued to an active Emburse Spend member by mistake, admins can cancel the card on the Team Cards screen.

Cancel Cards for Pending Invites

If a card is issued in error to someone who has not yet accepted their invitation to Emburse Spend, the card can be cancelled. To do this:

  1. Select Admin → People.
  2. Search for the user by their email address.
  3. Select Cancel Requested Card.

People page showing user row with Cancel Requested Card link.

Cancel Card Orders in Bulk

Card requests can also be cancelled in bulk for individuals who have not yet accepted their invitation to Emburse Spend.

  1. Go to Admin → People.
  2. Select Pending from the Status dropdown.
  3. Select the checkbox next to the employees whose cards you want to cancel.
    People page showing user entry with Cancel Requested Card option for pending invitation.
  4. Select Cancel Requested Card.
  5. Select Cancel Cards.
    Cancel Requested Cards confirmation dialog listing multiple pending invite users for bulk cancellation.

The requested cards will be cancelled.

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