Expense control
- Can I use the Expense control tool without activating virtual cards?
- Can I limit the use of my employees’ cards? Can I do it by categories?
- Can I add multiple comments to an expense?
- Can I make payments in a currency other than euros with Expense control?
- What conversion is applied when making a payment in a currency other than euros?
- What roles exist in Expense control?
- Is it possible to use Expense control without having to load funds into the associated account?
- Is it possible to block a card if it is lost or stolen in Sesame’s Expense control?
- Grant access to Expense control
- Is it possible to use the cards on websites to make purchases?
- Can I reassign 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 general roles only?
- What information is shown in the Summary section?
- Do I need to verify my identity to access Expense and Card management? How do I do it?
- How can I export my expenses?
- How can I manage a reimbursement?
- How can I assign users to Expense control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense control work?
- How can I break down an expense?
- How can I send expenses to the Export queue?
- How to set up Expense control?
- How do limits and periods work when assigning a card to an employee?
- What are company validators and how can I configure them?
- How can I download the report and expense receipts?
- I’ve been assigned as a company validator, how can I view the expenses I need to validate?
- How can I view the ticket of an already-exported expense?
- Can I export expenses that are still pending approval?
- Can I set approval levels for the expenses submitted by my team?
- How can I create approval teams and who are they made up of?
How can I assign a card to a user?
If you want to assign a card* to a user, you have two simple options:
- Search for the user and click on the three dots >> Assign card. Then, choose whether to create a virtual or physical card.
- Alternatively, you can assign a card directly from the Virtual card or Physical card column.
When assigning a card, you’ll need to provide the following information:
- Cardholder.
- First name.
- Last name.
- Email address.
- Contact phone number.
- Spending limit: monthly, weekly, daily, or total.
- Postal address: for physical cards only.
Once you’ve reviewed the details and confirmed they’re correct, click Create. The employee will receive a notification via dashboard, app, and email, and they’ll need to verify their identity.
Remember: once a card has been assigned, you can always edit its spending limit. Simply search for the employee in the main Users view, click on the three dots >> Edit limits.
*Feature availability depends on local conditions and may vary by country.