How to set, delete, or modify a cardholder spending limit

If you are an administrator on the Corporate Card account, you can set, adjust, or remove card-specific limits for a cardholder by following the steps below:

  1. Go to the Cardholders section of your Corporate Card Dashboard.

  2. Select the cardholder name to pull up the details specific to their card.

  3. Under the "Authorization Controls" section, select the Edit button.

  4. Under "Spending Limits", you will see the current spending limit set on this card (by amount, interval, and categories).

  5. To set a spending limit, click Add.

  6. To remove a spending limit, click on the Screen Shot 2020-03-30 at 11.37.45 AM.png icon.

  7. To adjust a spending limit, first remove the current spending limit by clicking on the Screen Shot 2020-03-30 at 11.37.45 AM.png icon, and then click Add to set a new one.

If there is no specified spending limit on the card, the card spending limit will automatically default to the company's overall credit limit.

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