Reloading, unloading and viewing reload requests for Business Cards

Please note: This task can only be performed if you have the administrator role on your Business Portal account.

Viewing and actioning reload requests

Administrators can view and approve or reject pending reload requests either from the Business Portal or from the CleverCards app

1. Log in to the Business Portal.
2. Go to Reload Requests.
3. Select the relevant reload request.
4. Select Reject if you don’t approve, or Reload Funds if you do.
5. If you approve, you can reload the amount requested or choose a different amount.
6. If you have enough available balance, the funds are added to the employee’s CleverCard instantly.
    

Reloading a card 

1. Log in to the Business Portal.
2. Go to Business Expenses, then Cards.
3. Select the checkbox next to each card you want to reload. Only Active cards can be reloaded.
4. Select Reload Cards.
5. 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.

1. Log in to the Business Portal.
2. Go to Business Expenses, then Cards.
3. Select the card you want to unload to open its card details.
4. Select the option to unload the card and enter the amount you want to remove.