Money from your organisation’s float account can be distributed to individual Classic cards as needed. You can also return money from a Classic card back to the float account in order to redistribute it to other Classic cards.
Note: You can avoid having to transfer money to/from cards while maintaining control over the amount of funds cardholders can access have by using Flex cards and their associated spending policies.
Transferring money to a card
- In the dashboard menu, click Cards.
- Find the card to which money should be transferred, and click the ➕ button
- Enter the amount to transfer.
- Click the Add button The specified amount is deducted from the float account and added to the recipient card’s balance.
Returning money to the float account
- In the dashboard menu, click Cards.
- Find the card from which money will be taken, and click the ➖ button
- Enter the amount.
- Click Return. The specified amount is deducted from the card’s balance and returned to the float account.