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What do workers see and manage in their Spend Cards dashboard?

Understand what spend card details a worker can view and manage.

M
Written by Murari Kumar
Updated over 2 months ago

Workers can only access their own assigned Spend Cards and the transactions made with those cards. This keeps company data private while giving workers the tools they need to manage and secure their cards.

In the Spend Cards section, workers can view:

  • All Spend Cards assigned to them

  • Card status (Active, Frozen, or Blocked)

  • Card details, limits and available balance

  • Transaction history

  • Receipt and memo requirements per transaction

Workers can’t see:

  • Company-wide balances

  • Other workers’ cards or transactions

  • Company balance or funding details

Workers can:

  • Freeze a card temporarily

  • Unfreeze it later to resume spending

  • Block a card

  • View transactions on their cards

  • Upload receipts and memos when required

  • Update submissions if corrections are needed

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