There are two ways to issue a virtual card to an employee in Accrualify. The first way is to issue a virtual card to a PO requestor.
To issue a virtual card this way, the employee must have requested a purchase order, and that PO must be fully approved. Once these two criteria have been met, you can issue cards from the PO. See: Requesting a virtual card - Via a Purchase Order (PO)
First, navigate to the Corporate Cards section of the Accrualify platform using the main navigation on the left of your screen.
Then, navigate to the "POs Requiring vCards" section using the tabs at the top of the screen. This will bring you to a grid with all purchase orders eligible for virtual card issuance.
To issue a card directly from the grid level, click on the card () icon. This will open a modal window that allows you to set velocity controls for that new virtual card.
Alternatively, if you wish to review more details about the PO before issuing the virtual card, you can view the PO details by clicking on either the PO number in the grid or the view () icon located in the far right of the row. At the top-right of the PO detail page, you can click on the "Issue vCard" button to access the same modal with the velocity controls.
The second way to issue a virtual card to an employee doesn't require an approved purchase order. To issue a virtual card this way, navigate to the "Issued vCards" tab in the Corporate Card section.
Next, click on the "+ Add" button above the grid.
This will open the same modal window you see issuing against a PO. However, none of the fields will be pre-filled for you. Simply fill out the issuance info and velocity controls, then submit.
In any of the methods you use to issue a virtual card to an employee, a notification will be sent to the cardholder, prompting them to login to Accrualify to access their new virtual card.
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