Create and Manage Emburse Card Templates

Emburse Card Templates make it easier to create common cards quickly and ensure spend control with merchant category code (MCC) restrictions.

You can use Abacus's default Card Templates or create your own custom Card Templates when you create and assign Emburse Cards. 

Create a Card Template

You can pre-configure Card Templates so that you can quickly issue to physical or virtual Emburse Cards that have consistent settings. 

1. On the Admin Sidebar, open the Team Cards page. 

2. Click Manage Card Template. 

3. On the Manage Card Template page, click Create Custom Template. 

4. Fill in the necessary card details on the Create Template page, then click Save. 

• Card Name: Choose a Name for the Card Template
• 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. 
• 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.
• Optional - Merchant Category Code (MCC):  Choose one or more MCC(s) to apply to the card. Any purchases from vendors outside of the applied MCC will be automatically denied.  For more information on our MCC groups, scroll to the bottom section of this article to find 'Merchant Category Code Groups'. 

Your new Card Template now appears on the Manage Card Template page.

Manage Card Templates

Once a Card Template is created, Admin can edit or deactivate templates on the Manage Card Templates page. 

Edit a Card Template

1. From the Team Cards page, click the Manage Card Template button.

2. The Manage Card Template page opens. To edit the template card details, click on a Card Template. 

3. Admins can update the card details, and click Save to apply the changes. 

Deactivate a Card Template

1. From the Team Cards page, click the Manage Card Template button.

2. The Manage Card Template page opens. To deactivate the template, click the more actions icon and choose Deactivate. 

Create an Emburse Card using a Card Template

Anyone with card issuing permissions can select a Card Template when creating Emburse Cards from the Team Cards page. To learn more, see Create and Assign Emburse Cards. 

Additionally, Admin can create Emburse Cards from a card template by clicking the more actions icon next to the card template on the Manage Card Template page and selecting Create Card. 

Merchant Category Code (MCC) Groups

In Abacus, MCCs are organized under broad groups like "Travel" or "Restaurants" that you can use to restrict the types of vendors where a specific Emburse Card can be used. If a MCC restriction is applied, attempted purchases from vendors with MCCs not included in this list will automatically decline at the point of purchase. 

Please see the full list of which MCCs are associated with each group in Abacus below.