Please follow these steps to request a General-Purpose budget/card:      

1. Log in to the Mesh platform with your Employee profile.   

2. Click the + icon button.    

3. Click the 'New card' link.

4. Click the General Purpose option.

5. Make the necessary selections in the 'Details' section. 

5a. Assign the card to a user. As a default, the card is assigned to the person who requested it however, you can request a card for another person. If approved, that person is going to be the card owner. 

5b. Type in the Name of the requested card. The mentioned name is NOT a vendor/merchant but rather a spend purpose (e.g., Office Supplies). 

5c. Select the 'Start date', 'End date' and add a 'Description'.

Notes: 

• The start date is the card's activation date. As default, it is set to 'Upon budget creation'. 
• The VISA default expiration date is five years from the creation date but you can specify a shorter duration if you wish to limit the end date. 

6. In the 'Card limitation' section enter a Spending Limit amount, select a Period and specify the currency.

Notes:

• If you select one of the Per options is selected, the card will be replenished daily, weekly, monthly, or yearly. Funds not used within a given period do NOT roll over to the next period.
• Single Use means you can use the card once up to the spend limit amount.
• Lifetime means using the card multiple times up to the spend limit amount.
• Re currency: You can transact in many countries and regions. If your finance department restricts the card to the currency that you requested it may result in declines if the card is used with a different currency.

7. In the Policies section select aSpend Category.  

8. If applicable, You may be asked to add data to custom fields. Your finance department may present these fields to you and guide you in defining the values you need to use to populate them.

9. Pay attention to the approval flow on the right-hand side and click the 'Submit' button. 

10. To track your request navigate to the 'Pending approval' tab under 'Virtual Cards'. 

Note: When your request is approved, the card will appear in the Virtual Cards tab under Cards & Budgets, and at that point, you can add the card to a Digital Wallet, pair it with a Mesh Plug & Pay card, and use it to transact.