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How to create a virtual card?
How to create a virtual card?

Step by step guide on creating virtual card on Reap Dashboard

Karen Lai avatar
Written by Karen Lai
Updated over a week ago

Step 1: After logging into Reap dashboard, click on Reap Card to expand the menu. Afterwards, select Cards. On the Cards page, click + New Card on the upper right corner, then click Add virtual card.

Step 2: Please add a cardholder to the virtual card you are creating by searching their name on the search bar. You can opt to issue a virtual card to an existing team member or to a team member who is not on Reap by clicking on + Add new team member. Click here to learn more about inviting new team members. After selecting or inviting a team member as the cardholder, please click Next.

Step 3: Proceed to the card information page.

Please fill in the Card title and Card category with the respective expense you are planning to use this virtual card for.

Step 4: Please choose if you would like the card run on a Top-up or Recurring basis.

For Top-up virtual cards, please set a spend limit as well as an expiry date for the card. Once the Top-up card has reached its expiry date, it can no longer be used. However, you can top up the spend limit if the spend is almost reaching the maximum available amount anytime. Please note that you will not be able to reduce the spend limit for Top-up cards.

For Recurring virtual cards, you can choose to set a fixed spend limit per month or switch off the toggle to set no fixed spend limit. Then, please set the card expiry date and click Next to proceed.

Creating a recurring virtual card with a monthly limit

Creating a recurring virtual card with no predefined limit

Step 5: Review the details of the virtual card. After confirming the card information is correct, click Create virtual card. Then, input your Reap password to confirm the change. You will then be able to see the new virtual card on the Cards page.

Inviting a new team member while creating your virtual card:

Step 2.1: To add a new team member on Reap, you will need to provide the team member's Work email, Department they work in and set their Permission role.

For more information about different account functions for each permission role, please click here, or click See details on this step.

To understand how your team member can sign up under your team's account on Reap, please click here.

Step 2.2: Once the invite has been sent, you will see a confirmation banner. Click Continue virtual card creation to proceed. You will be able to see the invited new team member's email showing on the cardholder name list with the status Invite pending. Click Next to continue the virtual card creation process.

You can click here to jump back to Step 3 of the virtual card creation guide.

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