Who this article is for: Business Portal administrators and cardholders reloading or unloading funds on a Business Card.
Please note: You need the administrator role on your Business Portal account to complete any of the tasks below.
Reloading a card
Log in to the Business Portal.
Go to Business Expenses, then Cards.
Select the checkbox next to each card you want to reload. Only Active cards can be reloaded.
Select Reload Cards.
Enter the reload amount. If you’ve selected more than one card, this same amount is applied to each card you’ve selected.
Unloading a card
Unlike reloading, unloading a card is done from within the card itself rather than from the Cards list.
Log in to the Business Portal.
Go to Business Expenses, then Cards.
Select the card you want to unload to open its card details.
Select the option to unload the card and enter the amount you want to remove.
Viewing and actioning reload requests
Cardholders can request a reload from their CleverCard. Administrators can review and approve or reject these requests in the Business Portal or the CleverCards app.
To do this in the Business Portal:
Log in to the Business Portal.
Go to Reload Requests.
Select the relevant reload request.
Select Reject if you don’t approve, or Reload Funds if you do.
If you approve, you can reload the amount requested or choose a different amount.
If you have enough available balance, the funds are added to the employee’s CleverCard instantly.