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How to Set Time-Based Spend Limits (Administrator Site)

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

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

Note: Different Plans have different features. Please check your PEX Plan (contact your Account Manager for details):

  • CORE
  • PRO
  • INFINITE

How to Set Time-Based Spend Limits through the Administrator Site:

  1. Log in to the Administrator Site
  2. Click the “Cards” tab at the top of the page
  3. Click “Card List”
  4. Locate and click on the cardholder's name
  5. Click on “Spend Rules” under the blue bar with the cardholder’s name
  6. Under “Time-based spend limits” click on the time period(s) where you will limit spending (as your Plan allows):
    • Daily
    • Weekly
    • Monthly
    • Annual
    • Lifetime

      Time_Based_Spend_Limits_8.png

      Click on the time period(s) where you want to limit spending (daily, weekly, etc.)

  7. Enter into the appropriate field the amount you will let the cardholder spend per day, per week, etc.
    • Click the “x” to the right of the entry to remove the limit
  8. Click the green “Update” button to save your changes

 

Time_Based_Spend_Limits_11.png

Enter the amount you will let the cardholder spend per day, weekly, etc. Click the green “Update” button to save changes.

 

Note:

A shorter time period must have a lower spending limit than a longer time period, e.g.:

  • A cardholder cannot have a Daily spend limit of $5,000 and a Weekly spend limit of $100. The PEX system will not allow it.
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