Please follow these steps to generate/create a 'General Purpose' budget/card:  

1. Make sure that you are logged into the Mesh platform as an Administrator.  

2. Click on the + icon and then on the 'New card' link. 

3. Click on 'General Purpose'.  

4. Under the Details section type the Name, Description, select the name of the user you want to Assign the card to, and add the Spend Limit, period and Currency.

Notes:

• The name you specify is NOT the name of a specific vendor but rather a name that defines the purpose of payments made with that card/budget.
• Single Use means the card can only be used once. Lifetime means the card can be used multiple times until the funds run out. Any other Per period means the funds will be replenished to the payment method on a recurring basis.
• The default currency is USD.  You will be able to transact in many countries and regions, but the card can be restricted to a specific currency by your finance department. This restriction may result in declines if the card is used with a different currency.

5. Under the Settings section select the Start date, End date, and Approving Manager if applicable. In t

Notes:

• 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 Approving Manager depends on your company's approval flow. Please follow the directions provided by your finance department.

6. Under the Transaction section you can set a transaction amount limit, beyond which the platform will decline a future transaction. In addition, you can require a receipt, a memo as well as restrict the card to the specified currency. 

7. Additional configurations, such as populating custom fields, may be necessary if the platform is integrated with an ERP.

8. Pay attention to the approval flow and click on the Submit button. 

9. Since creating a payment method is a financial transaction, the Mesh platform requires the Admin to enter a five-digit code sent via SMS. Enter the code to finish the process.

10. If all went well, the platform will generate the card and the user will be notified. If you have additional questions, please reach out to our team by sending an email to support@meshpayments.com