Expense control
- Can I use Expense Control without activating virtual cards?
- Can I limit the use of my employees' cards? Can I do this depending on the category?
- Can comments be made on expenses?
- Is it possible to pay with non-euro currencies?
- If you make a payment in a non-euro currency: which conversion is applied?
- Which roles are involved in Expense control?
- Is it possible to use Expense Control without having to deposit a balance on the associated account?
- Can a card be blocked if it is lost or stolen?
- Grant access for expense control
- Can Sesame cards be used to pay on websites?
- Can I re-assign cards or users to other employees?
- Do my employees have access to information about available funds when making expenses, or is this information reserved for higher roles only?
- What information is displayed in the Summary section?
- I need to verify my identity to access Card and Expense Management, how do I do this?
- How can I export my expenses?
- How can I manage reimbursements?
- How to assign users in Expense Control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense Control work?
- How to break down an expense?
- How to send your expenses to the Export Queue?
- How to set up Expense Control?
How can I assign a card to a user?
If you want to assign a card to a user, you have two options to do so, both very simple:
- Find the user and click on the three dots >> Assign card. Then choose between creating a virtual or physical card.
- Alternatively, assign a card directly from the “Virtual card” or “Physical card” column.
To do this, you need to add:
- Cardholder.
- First name.
- Surname.
- Email address.
- Contact phone number.
- Spending limit: monthly, weekly, daily or total.
- Postal address: for physical cards
Once you have checked that all the details are correct, click on “Create”. The employee will receive a notification via dashboard, app and email and must verify their identity.
Remember that once you have assigned a card, you can always edit the limit. Just find the employee in question from the main Users view, click on the three dots >> Edit limits.