How-to: Set or edit Smart Limits for an individual cardholder

Conor PendergrastConor Pendergrast Expensify Success Coach - Admin, Expensify Team Posts: 101 Expensify Team
edited February 2020 in How-to Docs

As a Domain Admin, you can set or edit custom Smart Limits for a card by going to Domains > Company Cards. First, enable Custom Smart Limits, then set the limit.

This limit will restrict the amount of unapproved (unsubmitted and Processing) expenses that a cardholder can incur. After this limit is reached, the cardholder will not be able to use their card. They’ll need to submit and have their card spend approved.

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