Our new Cards Dashboard is a powerful tool designed to give admins complete control over all the cards within your organisation. This feature brings an array of functionalities into one comprehensive view, making card management more efficient and streamlined.
Key Benefits
- Centralised Card Management:
- Manage all your organisation's cards from a single dashboard. This centralised approach simplifies oversight and ensures that all card-related tasks are handled efficiently.
- Grouped Views:
- Easily view cards grouped by people or by budgets. This flexibility allows you to quickly access and manage cards based on your specific needs and organisational structure.
- Freeze and Unfreeze Cards:
- Instantly freeze or unfreeze cards with just a few clicks. This feature provides an extra layer of security and control, enabling you to respond swiftly to any issues or concerns.
- Issue Replacement Cards:
- Seamlessly issue replacement cards directly from the dashboard. Whether a card is lost, stolen, or damaged, issuing a new one is quick and hassle-free.
- Enhanced Control and Visibility:
- Gain full visibility over all card activities and statuses. This comprehensive view helps you monitor and manage spending, ensuring that all transactions align with your organisation’s policies and budgets.
How to Use the Cards Dashboard
Accessing the Cards Dashboard
- Navigate to the Payments Section:
- Go to the main menu and select Payments.
- Open the Cards Dashboard:
- Click on Cards to access the new Cards Dashboard.
Managing Cards
- View Cards by Group:
- Once on the Cards Dashboard, you can choose to view cards grouped by People or Budgets. Use the respective tabs to switch between these views.
- Freezing and Unfreezing Cards:
- To freeze or unfreeze a card, first find the person associated with the card. Then, click on the three-dot menu next to the card you'd like to manage and toggle the Freeze option.
- Issuing Replacement Cards:
- To issue a replacement card, first find the person associated with the card. Then, click on the three-dot menu next to the card you'd like to replace and select the Issue Replacement option. Follow the prompts to complete the process.
Our new Cards Dashboard is designed to provide you with unparalleled control and oversight of all the cards in your organisation. By centralising card management, offering flexible views, and simplifying critical tasks like freezing and issuing replacement cards, we aim to enhance your operational efficiency and security.
We hope you find the new Cards Dashboard intuitive and beneficial. For any questions or further assistance, please contact our support team. Enjoy streamlined card management!
