You can order a Perk lodge card for your company, streamlining the travel management as well as ensuring better control over travel expenses for the employees. Once you have created a lodge card, you can add it as a payment method.

Tip: If you’re missing the travel spend processor, contact your Perk account admin.

Steps to create a lodge card

To create a lodge card, ensure all required details are entered correctly and that the card is configured with the appropriate limits and permissions:

1. Go to Cards > Lodge cards.
2. Select your company (if applicable).
3. Select the bank account (if applicable). 
   If the bank account hasn’t been requested or made available, you won’t be able to create a lodge card.
4. Click Create card.
5. Define a card name for the lodge card (max. length is 32 characters).
6. Set a max. daily limit from the dropdown menu. You can adjust it later, if needed.
   This limit is the maximum amount that can be spent using the lodge card per day.
7. Set a max. monthly limit from the dropdown menu. 
   This is the maximum amount that can be spent using the lodge card per calendar month. You can adjust it later, if needed.
8. Add your mobile phone number when setting up the card.
   Some travel management systems may require card validation using security questions and SMS OTP for authentication.
9. Click Create card.

Creating the card may take a few seconds. A confirmation message appears when the process completes. No activation of the card is needed – it’s ready to use immediately after creation.

Once you have created a card, you can check the card number, expiry date, and CVV (provided you created the card), change the card controls and settings, and manage card transactions in Perk. See Manage your lodge card.

You can ask the account admin to add it to as a payment method in your payment profile.

What to do if you can’t access your lodge card credentials

If the person who originally created your lodge card has left your organization and you can’t access the card credentials, you have two options:

• If your organization has enabled SSO: You should create a new card and deactivate the existing lodge card. Remember, you’ll need to add the details of this new card as a payment method in your payment profile.

• Set up an exclusive travel spend processor: This person should be exclusively responsible for managing lodge cards. The travel spend processor should not have any additional roles other than those strictly required for managing the travel integration and the lodge card.