What are Card Templates?

Card Templates function as reusable models for card creation within your company. By establishing predefined rules—such as card type, name, credit limit, usage periods, and category restrictions—you can instantly apply these settings to any card creation, whether individual or bulk.

Whether you are issuing Virtual, White, or Black cards, templates ensure your process is fast, simple, and error-free.

Key Benefits

• Save time and eliminate repetition: Forget the headache of manual configurations. If you need to issue 500 grocery or food voucher cards, simply create a template and apply your specific categories and daily limits instantly for all employees.
• Enforce company policies: Improve administrative control by standardizing expenses. Set rules ensuring that managers only create cards that fit specific, pre-approved configurations.
• Bulk updates: Need to change a spending limit or a category restriction? When the Company Owner edits a template, all existing cards created from that template will also update automatically, saving you hours of administrative work.

Main Functionalities

Templates are designed for companies that need to repeatedly issue specific types of cards. Common applications include:

• Grocery and food vouchers.
• Fuel and fleet cards.
• Travel agency expenses.
• General corporate per diems and project budgets.

How it works: Roles and Permissions

To maintain the security of your company’s finances, Card Templates feature customized access levels:

• Company Owners (Admins): Have full control. They can create, edit, and apply templates to all card types.
• Managers: Can view and use available templates to issue White and Virtual cards. They cannot edit templates or access Black card templates.
• Accountants: Can view all templates for reporting purposes but cannot use or edit them.
• Employees: Cannot view or access templates.

What can you configure in a template?

When creating a template, you have full control over the card rules.

• Mandatory fields: Template Name, Card Name, and Card Type.
• Customizable rules: Credit limit, Frequency, ATM withdrawals, Start and End dates, Usage days, and Category restrictions.

Frequently Asked Questions

Can I still create a card without a template?‍

Yes! You always have the option to select "No template" (or "Do not use template") from the dropdown menu to create a fully customized, unique card.

‍

Can I adjust a specific employee's card after it has been created with a template?

Yes. You can edit an individual card generated from a template without affecting the others. That card will remain linked to its original template.

‍
How can I track which cards belong to which template?‍

In your cards' Overview tab, you can filter your active cards by Template Name. Additionally, when downloading your card list in .csv format, you will find a dedicated column showing the template used for each card.

‍

Can I delete a template or remove a specific card from it?‍

Currently, the actions to deactivate/delete a template or unlink a card from its template are not available, but stay tuned for our upcoming releases.

Availability

🇲🇽 Mexico | 🇨🇴 Colombia | 🇧🇷 Brazil

‍