Managing Virtual Cards

BlueBean administrators have full control to manage virtual cards. Besides issuing, they can search cards, monitor their balance, spending and change history (subscriptions and budget cards only).

Go to the Virtual Cards menu under the Accounting area of the application and use the search and filters at the top and navigate through the tabs to find what you are looking for.

As indicated above, multi-use cards can be clicked on to access their purchases as well as the approval history.

Click on the action menu in the table to access the features related to each card type. The following actions are available as follow:

• Rename card: accessible on all cards

• Close card: accessible on all cards

• Edit budget: accessible on all budget cards

• Request top up: accessible on all multi-use cards

• Show restrictions: accessible to mobile cards (budget with mobile access and allowance) - see MCC configurations here

• Remove restrictions: accessible to mobile cards (budget with mobile access and allowance) - see MCC configurations here

• Restore restrictions: accessible to mobile cards (budget with mobile access and allowance) - see MCC configurations here

Note that cards automatically close as follow:

• One time card used at X % of the issued value

• At expiration date

Non expired multi -use cards that have not been used for a while or whose users have been de-activated will be automatically set to inactive. These cards will only be visible under the “inactive” filter and can be re-activated by being topped up.