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.
