Card Functions

How to Create a New Virtual Card
Navigate to the Cards tab. Select 'Create Card' on the right side A new page will open Select the type of card you want to create ...
Wed, Nov 9, 2022 at 5:43 PM
How to Create a New Physical Card
Navigate to the Cards tab. Select 'Create Card' on the right side A new page will open Select the type of card you want to create C...
Wed, Nov 9, 2022 at 5:47 PM
How to Close a Card
Navigate to the 'Cards' tab Click the three dots next to the card you wish to close A pop up will ask you to confirm closing the card ...
Wed, Sep 23, 2020 at 6:47 PM
How to Edit a Card
Navigate to the 'Cards' tab Click the three dots next to the card you wish to edit A pop up will allow you to edit the card information C...
Wed, Sep 23, 2020 at 6:47 PM
How to Report a Card Lost or Stolen
Please note: Only Physical Cards can be reported lost or stolen. Navigate to the 'Cards' tab Click into the card. Using the search bar is a ...
Tue, Aug 10, 2021 at 6:24 PM
How to Place a Card on Hold
Navigate to the 'Cards' tab Click into the card. Using the search bar is a quick and easy way to filter through your cards.&nbsp...
Tue, Aug 10, 2021 at 6:28 PM
Getting Started with Spend Management
This article will assist you in getting started with Spend Management. Ottimate’s Spend Management combines on-demand credit card issuing and expense...
Thu, Feb 29, 2024 at 11:29 AM
Spend Management FAQs
Spend Management FAQs Q: Can transactions be split across multiple Ottimate / QuickBooks locations? A: Yes, they can also be split out across departmen...
Thu, Feb 29, 2024 at 11:28 AM
How to Map a Card
Navigate to the 'Cards' tab Navigate to Needs Attention on the left side of the Cards tab. Click Unmapped Card.   &nbsp...
Tue, Aug 10, 2021 at 6:31 PM
How to Setup a Clearing Account
In order to properly export from Spend Management, you will need to setup a new clearing account. The reason why we need you to create a clearing account pe...
Wed, Feb 28, 2024 at 9:34 PM