Editing your own card
Admin user
Admin users can follow the steps below:
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or click "Menu" and choose "Cards" (mobile app).
Select the card you would like to edit.
Click "Edit".
Make changes to the fields below:
Card color: Update the card color.
Card name: Update the card name.
Source account: Update the source of funds of your card.
Spend limit: Update the card's spending limit and refresh frequency (daily, weekly, monthly, quarterly, yearly, or one-time).
Budget: Update the linked budget
Allow specific currencies only: Update the allowed currencies for card transactions.
Merchant category restrictions: Update the merchant category restrictions.
Specific merchant restrictions: Update the specific merchant restrictions.
Category: Update the card's category.
Other reporting fields: Update other reporting fields set up by your company.
Exclude from auto-reminders: Update the auto-reminders setting for the selected card.
Click "Update card" to save changes immediately.
Notes:
Card Color: Editing the card's color is only available for virtual cards.
Source account:
Source of funds changes between different currencies are not supported (e.g., USD to SGD accounts).
Source of funds changes are available in these scenarios:
When you have multiple debit accounts in the same currency (e.g., SGD Debit Account 1 to SGD Debit Account 2).
When your business has both a Debit Account and an Advance Limit account in the same currency (e.g., SGD Debit Account to SGD Advance Limit).
Finance or Employee user
Finance and Employee users can follow the steps below to request an update to their card details:
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or click "Menu" and choose "Cards" (mobile app).
Select the card you would like to edit.
Click "Request edit" in the top right corner.
Make changes to the fields below:
Card name: Update the card name
Card purpose: Update the card purpose
Spend limit: Update the card's spending limit and refresh frequency (daily, weekly, monthly, quarterly, yearly, or one-time).
Budget: Update the linked budget
Merchant category restrictions: Update the merchant category restrictions.
Specific merchant restrictions: Update the specific merchant restrictions.
Category: Update the card's category.
Other reporting fields: Update other reporting fields set up by your company.
Exclude from auto-reminders: Update the auto-reminders setting for the selected card.
Under "Additional Information", include a reason why you're requesting these changes and attach any supporting documents.
Click "Submit" to send the request to your Admin or Budget Owner.
You will receive an email once your request is approved or rejected.
Note: The Source account or Source of Funds can only be updated by an Admin user or Budget Owner.
Editing another user's card
Admin user
Admin users can edit cards belonging to other users when the card is:
Assigned to a budget where the Admin is the Budget Owner, or
Assigned to a budget where the Admin is a Budget Member, or
Not assigned to any budget
Follow the steps above to edit another user's card.
What Admin users can edit on another user's card:
Action | Budget Owner with or without transfer rights | Budget Member | Not in Budget |
Update spend limit | Yes | Yes | Yes |
Update card name | Yes | Yes | Yes |
Update card purpose | Yes | Yes | Yes |
Change card color | Yes | No | No |
Change source of funds (same currency) | Yes
| Yes | Yes |
Change source of funds (different currencies) | No | No | No |
Add receipt reminders | Yes | Yes | Yes |
Modify budget | Yes | Yes | Yes |
Update merchant restrictions | Yes | Yes | Yes |
Notes:
Change source of funds (same currency): Source of funds changes are available only when your business has both a Debit Account and an Advance Limit account in the same currency (e.g., SGD Debit Account to SGD Advance Limit).
Change source of funds (different currencies): Source of funds changes between different currencies are not supported (e.g., USD to SGD accounts).
Finance user
Finance users can edit cards belonging to other users when:
The card is assigned to a budget where the Finance user is the Budget Owner
Finance users cannot edit another user's card when:
They are only a Budget Member on the card's budget, or
The card is not assigned to any budget, or
They have no relationship to the card's budget
Follow the steps above to edit another user's card.
What Finance users can edit on another user's card:
Action | Budget Owner with Transfer rights | Budget Owner without Transfer rights |
Update spend limit | Yes | Yes |
Update card name | Yes | Yes |
Update card purpose | Yes | Yes |
Change card color | No | No |
Change source of funds | No | No |
Add receipt reminders | Yes | Yes |
Modify budget | No | No |
Update merchant restrictions | Yes | Yes |
Employee user
Employee users can edit cards belonging to other users when:
The card is assigned to a budget where the Employee user is the Budget Owner
Employee users cannot edit another user's card when:
They are only a Budget Member on the card's budget, or
The card is not assigned to any budget, or
They have no relationship to the card's budget
Follow the steps above to edit another user's card.
What Employee users can edit on another user's card:
Action | Budget Owner with Transfer rights | Budget Owner without Transfer rights |
Update spend limit | Yes | Yes |
Update card name | Yes | Yes |
Update card purpose | Yes | Yes |
Change card color | No | No |
Change source of funds | No | No |
Add receipt reminders | Yes | Yes |
Modify budget | No | No |
Update merchant restrictions | Yes | Yes |
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.