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How to Set Per Purchase Spending Limits, by Merchant Category (Mobile App)

PEX gives Administrators sophisticated tools to manage cardholder spending, by limiting how much cardholders can spend on a single purchase in any Merchant Category (e.g., Restaurants, Retail Stores).

Administrators can set Per Purchase Spend Rules for cardholders through the Mobile App:

How to Set the Spend Limit per Purchase, by Merchant Category, 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

    Per_Purchase_Category_Limit_8.png

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

  5. Click “Spend Rules”

    Per_Purchase_Category_Limit_2.png

    Click ”Spend Rules”

  6. Click on “Merchant categories”

    Per_Purchase_Category_Limit_3.png

    Click “Merchant categories”

  7. Click on the Merchant Category where you want to limit spending

    Per_Purchase_Category_Limit_9.png

    Click on the Merchant Category

  8. Enter the Per Purchase Limit amount in the first field
  9. Click “Save” in the upper right corner

    Per_Purchase_Category_Limit_5.png

    Enter the “Per purchase limit” amount in the first field. Click “Save” in the upper right corner.

  10. The Per Purchase limit now appears in the Category description

Per_Purchase_Category_Limit_6.png

The Per Purchase spend limit appears in the Category description

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