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How to Set Time-Based Spend Limits (Mobile App)

The PEX system give Administrators powerful tools for controlling cardholder spending -- by setting limits on how much a cardholder can spend in a predetermined period of time:

  • Daily (24 hour period - Midnight to Midnight ET)
  • Weekly (Sunday to Saturday)
  • Monthly (1st to 31st)
  • Yearly (Jan 1 to Dec 31)
  • Lifetime

Note: Different Plans have different features. Please check your Plan.

Administrators can set Time-Based Spend Rules for cardholders using the Mobile App:

How to Set Time-Based Spend Rules Using the Mobile App:

  1. Log in to the Mobile App
  2. Click the “Cards” icon at the bottom of the screen
  3. Navigate to the cardholder
  4. Click on the cardholder’s name

    Time_Based_Mobile_5.png

    Click the “Cards” icon to see the list of cardholders. Click on the cardholder’s name.

  5. Click on “Spend Rules”

    Time_Based_Mobile_2.png

    Click ”Spend Rules”

  6. Click “Time-based spend limits”
  7. Enter the amount of the spend limit into the appropriate field:
    • Daily
    • Weekly
    • Monthly
    • Yearly
    • Lifetime
  8. Click "Save" in the upper right-hand corner

Time_Based_Mobile_4.png

Enter amounts into the “Limit” fields. Click “Save.”

Note:

  • The spend limits for shorter time periods must be lower than the spend limits for longer time periods:
    • A cardholder cannot have a Daily spend limit of $900, for instance, with a Monthly spend limit of $500 (the system will not allow it)
  • It is not necessary to enter a value into every field
    • You can leave fields blank (no time-based spend limit), and just click "Save"

 

 

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