This is a step-by-step guide on how to create a lodged purchase card.
Step 1: Go to the left side panel and select Issue Purchase
Step 2: From the drop-down menu, select Lodged Card Purchase
Step 3: Enter the name you want to appear on the card under First Name and Last Name
Step 4: Limit Window - Enter how often you want the card to refresh
The options to refresh the available balance on a daily basis, weekly basis, monthly basis or never refresh (lifetime).
Step 5: Max Spend – Enter the credit limit of the card
Step 6: Purchase Type – Enter the type of transactions allowed on the card (i.e. MCC Group)
Options: Advertising Services, Airline, Car Rental, Hotels and Resorts, No Restrictions, or Other
Step 7: Order Number – Enter an identifier for reconciliation purposes
(Examples: Lodged Card Hotels, Lodged Card 1)
Step 8: Label – From the drop-down menu, select the company to assign the card to
Step 9: Click on "Create Lodged Card"
Step 10: Confirm you want to create Lodged Card by pressing "Submit"