Requesting a virtual card - Via a Purchase Order (PO)

Accrualify has the option to request funds via a single-use virtual card when you submit a purchase requisition. In order for this option to be available to you, your company must have the Corporate Card Module activated. 

Requesting a virtual card is easy. First, navigate to the Purchase Order section via the main navigation on the left of the portal.

Once you are in the Purchase Order section of the portal, click on the "Request PO" button at the top of your screen. This will bring you to your company request form.

You'll need to fill out the required fields based on your company's policies. At the bottom of the header level section of the form, you will see a toggle switch labeled "Require Virtual Card." If you need a virtual card for this purchase, simply click on the toggle switch to turn it on. 

Required Virtual Card "off":

Require Virtual Card "on":

Once you have finished filling out the necessary fields on your PO request form, simply submit your request. After your request has been fully approved, the PO will be eligible for a virtual card. An admin will issue your virtual card directly to you, which will be accessible in the Accrualify platform. Once this has been done, you will receive an email notification of issuance.