Who this article is for: Business Portal administrators issuing Business Cards to employees for company expense purposes.
Issuing a card
- Log in to the Business Portal.
- Go to Business Expenses.
- Select Issue New Cards.
Choose Individual Cards, then enter each employee’s details and card value. This option is recommended for orders of up to 10 cards.
Bulk uploading multiple cards
To issue more than 10 Business Cards in one go, upload a CSV file instead of entering cards individually.
- From the Cards screen, select Issue New Cards.
- Choose File Upload.
- Download the CSV template and fill in the card recipient details, using the same details you’d enter for a single card.
- Upload the completed file. This option is recommended for orders of more than 10 cards.
If you wish to issue Business Cards but don’t see that option on your account, contact us and we’ll help you get set up.
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