Creating a Virtual Card
Admin users and Budget Owners can create their own cards without any approval needed. Finance and Employee users must obtain approval from the Admin or Budget Owner before their card is created. Budget Owners can create virtual cards only within the budget to which they are assigned.
Admin Users or Budget Owners
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or tap "Menu" then "Cards" (mobile app).
Click "New card" located on the top right-hand side.
Select the Cardholder and customise the Card name.
Select "Virtual Card" under card type.
Select the Source account. Australian businesses can select an AUD account as the source of funds.
Set a Spend limit: enter the amount and choose the refresh frequency (daily, weekly, monthly, quarterly, yearly, or one-time).
Link the card to a budget (optional).
Click "View more spend controls" to set: Freeze automatically, Allow specific currencies only, Merchant category restrictions, Specific merchant restrictions.
Assign a category for your card.
Click "View more reporting options" to fill out reporting fields or exclude the card from auto-reminders.
Click "Continue".
Pick a colour for your card.
Click "Confirm" to proceed with your virtual card creation.
Finance and Employee Users
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or tap "Menu" then "Cards" (mobile app).
Click "Request a card" located on the top right-hand side.
Edit the card's name.
Select "Virtual Card" under card type.
Under "Purpose", include a reason for your card request and attach any supporting documents.
Choose the preferred currency for your card.
Set a spend limit: enter the amount and choose the refresh frequency.
Link the card to a budget (optional).
Click "View more spend controls" to set merchant restrictions.
Assign a category for your card.
Click "View more reporting options" to fill out reporting fields or exclude from auto-reminders.
Click "Continue".
Click "Yes, request my card now" to submit your card request.
Your request will go to the Admin of the account for approval, or if you selected a budget, it will go to the Budget Owners for approval.
How Many Virtual Cards Can I Create?
Regardless of your subscription plan, you can create unlimited virtual cards at no cost (up to 50 in-app; additional cards are available upon request by contacting the Care team in the Aspire app).
Can I Convert a Virtual Card to a Physical Card?
Currently, we are unable to convert any virtual cards created on your Aspire account into a physical card.