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How to configure spending policy

Learn how to create, configure, and assign spending policies to cards

  1. Open Company → Spending policies.

  2. Click Create spending policy.

  3. Enter:

    • policy name;

    • description (optional).

  4. Click Save.

Configure policy rules

  1. In the spending policies list, open the created policy.

  1. Configure rules:

  • MCC (Allow / Block);

  • Merchants (Allow / Block);

  • Countries (Allow / Block).

  1. Click Save and close.

Assign a spending policy to a card

  1. Open the Cards section.

  2. Open the required card details.

  1. In Spending policy, click Set.

  1. Select the required policy.

  2. Click Save.

Related articles

  • How to issue a card

  • What is a spending policy?

  • Card spending limits

  • How to block and unblock a card

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