Money from your organisation’s float account can be distributed to individual cards as needed. You can also return money from a card back to the float account in order to redistribute it to other cards.

Transferring money to a card

  1. On the Expend dashboard, click Account & Cards.
  2. Click Transfer To Card.
  3. Click the drop-down list of cards and select the recipient.
  4. Enter the amount to transfer.
  5. Click Transfer.  The specified amount is deducted from the float account and added to the recipient card’s balance.

Returning money to the float account

  1. On the Expend dashboard, click Account & Cards.
  2. Click Transfer From Card.
  3. Click the drop-down list of cards and select the card from which money will be taken.
  4. Enter the amount.
  5. Click Transfer. The specified amount is deducted from the card’s balance and returned to the float account.
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