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Cards

How to view and manage the cards issued in your organisation

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Written by Emily

The Cards page lists every card issued in your organisation, and lets you drill into any card to see its details and recent activity.

Cards overview

From the sidebar, select Cards to see every card issued to your organisation. The list shows, for each card:

  • Card – the card type (physical or virtual) and its last four digits.

  • Cardholder – the member the card is assigned to.

  • Status – whether the card is currently active.

  • Issued and Valid until – the card's issue date and expiry date.

Use the search bar or Filter to quickly find a specific card, for example by cardholder or status.

Viewing a card's details

Click on any card in the list to open its detail panel, which includes:

  • Card details – a visual of the card, along with the cardholder, expiry date, and full card number.

  • Transactions – the card's most recent transactions, with a See all link to view its full transaction history.

This view is the fastest way to check a card's details or recent spend without having to search through all transactions.

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