Requirements/Policy:

These are virtual cards. No physical card will be issued, so these likely cannot be used in-store.
Cards can be used for paying things like recurring payments, online resources/tools, any subscription you are paying for with a card, vendors (e.g. wholesale distributors).
Virtual cards may not be used for paying/reimbursing people.
Initiatives must have a minimum of 2 admin members.

How it Works:

Initiative Admin applies for a virtual card. Please be sure to specify which of your admins will be responsible for the card.
You will be notified via email when your card has been created
You can view your virtual card's details in Settings -> Virtual Cards Menu
After a purchase is made, the funds will be withdrawn from your initiative (funds are not withdrawn when the card is created)
An "Invitation to submit an expense" will be sent to your initiative admins where you will be asked to submit your receipt
- If the card has been used for purposes not allowed in the policy, the expense will be rejected.
- If the receipt is not submitted on the platform within 30 days, the card access will be paused until you do submit the receipt

About the Cards:

Card limits are automatically linked to your initiative's budget (this means overspending on the card is not possible).
Cards will automatically have a limit of $1000 per month.
If you will need a budget higher than $1000/month, please apply for an additional card.
Cards are not locked to a vendor, meaning you can use one card for all your initiative’s needs.
Card must only be used in compliance with the policy above.

If you need to input Cardholder Contact Details:
Name - You can use yours
Address- You can use ours: 340 S. Lemon Avenue, #3717 Walnut, CA 91789-2706

If the transaction requires a shipping address, use your own.

More info

Larry Bethel

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