Once you have created a spend policy, you can assign it to the card of any cardholder within your organization.
If you can’t assign a spend policy to a card, the card may be part of a team card (shared budget). To make changes, update the team card settings or remove the card from the team.
Assigning a spend policy to a card
To assign a spend policy to a corporate Payhawk card:
In the Payhawk web portal, go to Cards > Cards.
Select the card to which you want to assign a spend policy by clicking on it.
Under the Settings tab, click on Assign spend policy.
From the drop-down menu in the dialog that opens, select the desired spend policy. As a result, its pre-defined general settings and advanced limits are loaded.
Click on Assign to confirm. As a result, the spend policy is automatically applied to the card and its parameters are visible under the Settings tab of the card.
Changing a spend policy for a card
You may need to exclude a card from its current company and add it to another company's spend policy.
Go to Cards > Cards.
Under the Settings tab, against the current policy, click on Change.
From the drop-down menu in the dialog that opens, select the desired new spend policy that you want to assign to the card. As a result, its pre-defined general settings and advanced limits will load.
Click on Assign to confirm. As a result, the spend policy is automatically applied to the card, and its parameters are visible under the Settings tab of the card.
Removing a card from a spend policy
You may need to remove a card from any existing spend policy at your organization and revert its individual card settings:
Go to Cards > Cards.
Under the Settings tab, against the current policy, click on Remove.
In the dialog that opens, click on Remove to confirm your choice. As a result, the spend policy is removed from the card, and the individual settings of that card are applied instead.
Spend policies for linked cards
A linked card can have a spend policy set in Payhawk only if the card‑issuing bank provides for this capability. If the feature is not visible in Payhawk, contact your Implementation Manager.
You can update spend policies or set a standalone spend limit for linked cards and for virtual cards, issued on top of linked cards.
To assign a spend policy or set spend limits:
For linked cards, go to Cards > Linked cards, select the desired card, and go to its Settings tab.
For virtual cards issued on top of linked cards, go to Cards, select the desired virtual card, and manage the spend policies in the same way as for native Payhawk virtual cards.
For example, to manage a spend policy or set a spend limit for a virtual American Express card, issued on top of a linked American Express Main Card, go to Cards > Linked cards > Virtual cards and choose the card you want. The following image shows where to find the spend policy settings for a virtual American Express Card.
