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


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Step 4: Limit Window - Enter how often you want the card to refresh

 

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The options to refresh the available balance on a daily basis, weekly basis, monthly basis or never refresh (lifetime).

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Step 5: Max Spend – Enter the credit limit of the card

 

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Step 6: Purchase Type – Enter the type of transactions allowed on the card (i.e. MCC Group)

 

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Options: Advertising Services, Airline, Car Rental, Hotels and Resorts, No Restrictions, or Other

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Step 7:  Order Number – Enter an identifier for reconciliation purposes

(Examples: Lodged Card Hotels, Lodged Card 1)

 

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Step 8: Label – From the drop-down menu, select the company to assign the card to

 

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Step 9: Click on "Create Lodged Card"

 

Step 10: Confirm you want to create Lodged Card by pressing "Submit"

 

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