Managing your Virtual Card Program as an Admin
Connecting Virtual Cards to Abacus
Once an Emburse or SVB card program is been enabled, you will be able to link it to your Abacus account to manage and create a new card for your team.
To enable a Virtual Card Program in Abacus, click on the 'Add Card Program' on the 'Team Cards' page. Select a card program from the list of financial institutions, and authorize the connection. Once authorized, you will see the card program appear in Abacus with the option to create and manage new cards.
Creating New Cards
To create and assign a new card, click on the ‘New Card’ option from the appropriate card program on the ‘Team Cards’ page.
From there, you will be able to assign and name the card, as well as add any spending restrictions.
- Budget - Limit how much can be spent on this card and the timeframe that limit extends to
- Add Daily Limit - This will put a ceiling on how much a cardholder can spend in total each day
- Limit Merchant Categories (optional) - Limit the types of merchants at which the card can be used (i.e. gas stations, airlines, etc.)
- Start Date (optional) - The card can be used starting on this date
- End Date (optional) - Date the card is deactivated
- Transaction Limit - Maximum amount that can be charged in a single transaction
You must choose to issue either a virtual or physical card. Virtual card details will be displayed in Abacus both on web and in the mobile application. The card can also be added to Apple Pay for iOS or Google Pay on Android. Physical cards will be mailed to a specified address. This can be your office or directly to the cardholder, as long as it is within the US. Once the card is activated, the cardholder can use it anywhere major credit cards are accepted.
Please Note: Users with the SVB card program may only request Virtual Cards.
Viewing & Editing Card Details
Once you’ve created the card, you will be able to view and edit the card details at any time. You can do this by scrolling down to the card, which will be housed under the assigned user’s name, and clicking on the three dots that appear to the right.
You can cancel a card from your virtual card program on the ‘Team Cards’ page. You’ll need to hover over the card program and click on the ‘Manage Cards’ option. Once you locate the card you would like to cancel, you can click on the red cancel symbol that appears to the right. Please note you will not be able to reactivate a card after it is canceled.
If you are expecting a refund or credit to a canceled card, the merchant will still be able to refund the transaction to the card. The refund will process and be added to your card account.
If your virtual card is declined, you should receive a text and email notification explaining why the transaction did not go through. To learn more about why your virtual card may have been declined, please take a look at this article.