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

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

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

3. Click 'General Purpose'.  

4. Under the Details section select the name of the user you want to Assign the card to, type the Name, select a start and end date and add a Description. 

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.
• 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.

5. Under the 'Card limitations' section add a Spending Limit, period, Currency and 'Merchant category limitations'. 

Notes: 

• 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 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 (i.e., click the checkbox). This restriction may result in declines if the card is used with a different currency.
• If you want to limit the amount per transaction specify a relevant amount. 

6. Under the 'Policies' section section a spend category, check the relevant policies and select an Approving Manager if applicable.

Notes:

• The Approving Manager depends on your company's approval flow. Please follow the directions provided by your finance department if such a step exists.

• Read more about 'receipt policy' here.
• Read more about 'transaction approval' requirement here. 

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 request will enter the relevant approval flow and the card will be generated as soon as all approvers completed their tasks.