Please follow these steps to request a Subscription budget/card:
1. Log in to the Mesh platform with your Employee profile.
2. Click on the + icon and then on the 'New card' link.
3. Click on the Subscription option.
4. Select the name of the vendor/merchant that you plan to make payments for.
5. In the Details section, enter a Description, Assign the card to a user, an Amount, a Period a Currency, and a Subscription frequency which usually matches the period time frame.
6. In the Settings section add a Start date, End date, and Spend Category.
Notes:
- The start date is the card's activation date and as a 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.
- The existence of an Approving Manager depends on your company's approval flow. If the new workflow is used and a manager is assigned the requester does not need to specify the approving manager.
7. If applicable, you will 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.
8. Click the Submit button and pay attention to the approval flow presented on the right-hand side.
The platform will present your request on the 'Pending approval' tab under 'Virtual Cards'.
- 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.
- You can revisit the requests by clicking the Cards & 'Budgets' link and then the 'Pending approval' tab.
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