Manage Credit Card Limits and Requests
In this article, you will learn how to adjust credit card limits, process requests, and manage cards in the Card overview.
Open the Card Overview
Open the Credit Cards section.
Select the Card overview tab.
In the Card overview, you will find all credit cards that have ever been active, including:
Card type
Card status (e.g. Active, Blocked, Requested)
Cardholder
Card limit
Transaction limit
Date of the last transaction
The Card overview also displays open credit card requests and limit requests at the top of the list by default.
Process Credit Card and Limit Requests
Open Credit Cards → Card overview.
Select a card with the status Requested or with an open limit request.
Open the card.
Approve or decline the request.
You can adjust a requested credit card limit before approving the request.
Adjust a Credit Card Limit
Open the relevant card in the Card overview.
Select Change limits.
Adjust the monthly limit and/or the transaction limit.
Save your changes.
You can update the credit card limit at any time.
Block or Unblock a Card
Open the relevant card in the Card overview.
Select Block card if the card is lost or you suspect misuse.
Select Unblock card to allow transactions again.
While a card is blocked, no transactions are possible.
Adjust Posting Rules
Open a card in the Card overview.
Edit the posting rules, for example to change the cost center or account.
Changes to posting rules apply to future transactions only.