Issuing virtual cards with Finofo is a straightforward process designed to help you manage your financial operations with ease. Follow these steps to create and assign virtual cards to your team members seamlessly.
You can issue unlimited virtual cards with Finofo. To get started, go to your Finofo dashboard and look for the 'Cards' section on the toolbar.
This is what the cards section looks like. In the top right corner of the page, click the 'Create Card' button.
On the next page, you can choose the type of card you want. While we are currently focusing on virtual cards, we will soon be launching employee physical cards.
After selecting the card type, you will need to assign the card to a team member. You can choose an existing team member already added to Finofo’s platform or invite new team members to join.
This next step is crucial. You can assign a nickname to the card and set limits per transaction.
💡 Key Tip: You can set periodic limits such as daily, weekly, monthly, or even an all-time limit to have complete control over the card.
Once you've set the parameters, select 'Create Card' to successfully create a new card.
It’s a simple and straightforward process, allowing you to create unlimited cards instantly for unlimited team members through Finofo.
And that's it! You've successfully issued a virtual card with Finofo.
Important Note: You can issue unlimited cards instantly for unlimited team members through Finofo. 🚀
Need more help? Don’t hesitate to contact our support team at [email protected].