Money from your organisation’s float account can be distributed to individual Classic cards as needed. You can also return money from a Classic card back to the float account in order to redistribute it to other Classic cards.
Note: You can avoid having to transfer money to/from cards while maintaining control over the amount of funds cardholders can access have by using Flex cards and their associated spending policies.
Transferring money to a card
In the web app, open the sidebar menu, go to CARDS & PAYMENTS, and click Expend Cards.
Find the card to which money should be transferred, and click the + button.
Enter the amount to transfer.
Click the Add button The specified amount is deducted from the float account and added to the recipient card’s balance.
Returning money to the float account
In the web app, open the sidebar menu, go to CARDS & PAYMENTS, and click Expend Cards.
Find the card from which money will be taken, and click the − button.
Enter the amount.
Click Return. The specified amount is deducted from the card’s balance and returned to the float account.