If you have an Emburse Card program connected to your Emburse Spend account, Admins and Managers can issue virtual and physical cards on the Team Cards Page in Emburse Spend. Admins and Managers can view and manage assigned cards on the Team Cards screen.
You may issue as many virtual cards to members as needed for different purposes, but each member can only have one physical card assigned at a time.
Members can also request cards, which Managers and Admin can approve, in Emburse Spend.
Create and Assign Virtual Cards
Admins and managers may create and assign Virtual Emburse or American Express Cards for up to 10 employees at once in Emburse Spend. Admins may also issue virtual cards to themselves.
Administrators must issue cards that have the member's legal first and last names, as we can no longer issue physical or virtual cards that have place names, non-users, or locations in place of a first and last name.
1. Click Team Cards in your Admin or Manager sidebar.
2. Click Create Card.
3. Click Virtual Card.
4. Choose from recently created cards if you would like to use them as a starting point, a previously created Card Template, or choose Virtual Card if you would like to start from scratch.
For more information on how to create a Card Template, visit the following help center article: Create and Manage Emburse Card Templates.
5. Complete the card details and click Issue Card.
- Employee: Choose up to 10 members from the dropdown menu to assign a Virtual Card to. It can be helpful to order multiple cards at once if you are planning for upcoming travel or pre-approved purchases that will be completed by multiple team members.
- Card Purpose: Describe how the card will be used.
- Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
- Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied.
- Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select. Mark the Start Date as the current day you are creating the card, and add one day to the End Date as the card could be deactivated up to 4 hours before the specified end date.
Once virtual cards have been created and activated, team members can use and manage their cards on the Cards screen.
Virtual card details will be displayed in Emburse Spend both on the web and in the mobile application for online purchases and the card can be added to Apple Pay for iOS or Google Pay on Android for in-person spending.
Create and Assign Physical Cards
Admins and managers may create and assign Physical Emburse Cards in Emburse Spend. You may create physical cards ad hoc as needed or bulk order physical Emburse Cards. Each member may only have one physical Emburse Card assigned at a time.
In alignment with enhanced security protocols, only the cardholder in possession of the physical card may access the full card number. Administrators no longer have visibility into full card details for other cardholders.
1. Click Team Cards in your Admin or Manager sidebar.
2. Click Create Card.
3. Click Physical Card.
4. Choose from recently created cards if you would like to use them as a starting point or choose Physical Card if you would like to start from scratch.
5. Complete the card details and click Issue Card.
- Employee: Choose the team member who will be responsible for using the card and expensing card transactions.
- Card Name: Describe how the card will be used.
- Budget: Choose how much can be spent on this card in USD. This will apply a cap to how much the card owner can spend on the card. Managers cannot create cards for an amount higher than their Max Limit Per Card.
- Frequency: Determine whether the card has a recurring budget, and how often the balance is reapplied.
- Start and End Date: Determine the time period when the funds will be available on the card. If you choose a recurring frequency, the budget will be reapplied until the end date you select.
- Allowed Merchant Category Groups: This field is optional. It will prevent users from using their cards at any type of merchant except those in the merchant category groups selected here.
- Shipping Address: Input the address that the physical card should be mailed to. This can be your office or directly to the cardholder, as long as it is within the US.
- Shipping Method: Choose if you would like expedited card shipping (4-5 business days) for an additional cost of $13.00 + optional signature verification for $3.00.
Once a card is received and activated, team members may use and manage their cards on the Cards screen. Physical Emburse Cards can be used anywhere major credit cards are accepted.
Cancel Ordered Cards
If a card is issued in error to an Emburse Spend member, you can cancel cards on the Team Cards screen.
If a Physical Card is issued in error to someone who has not yet accepted their invitation to Emburse Spend, the card can be cancelled by clicking People in your Admin sidebar and clicking Cancel Requested Card below the name of the person who the card was ordered for.
Emburse Card Expiration
Virtual Cards
Virtual cards have a set expiration date, and it is not possible to extend this date. However, admins may create a new virtual card before the current one expires. This allows users to update their payment method for subscriptions and other recurring charges in advance of the card's expiration, ensuring uninterrupted service.
Physical Cards
Replacement physical cards are not automatically sent out to users before the existing physical cards expire. However, admins may cancel a physical card ahead of its expiration date and issue the user a new physical card. You may wish to issue the user a virtual card they can use between cancelation of their old physical card and the arrival of the new physical card.