View spend controls for the Perk Card

This article applies to Perk Cards only.
Spend controls determine how you can use your Perk Card. Your card admin can set a spend limit, restrict which merchant categories you can pay in, turn on an automatic freeze if you submit expenses late, and — for physical cards — allow or block ATM/cash withdrawals. Which of these you can see depends on whether you're on the web app or the mobile app.
Merchant categories classify businesses by the type of goods or services they offer. For example, your card admin may have set up your card for fuel purchases only, and blocked food and drink purchases (at restaurants, for example).
 

Viewing your spend controls

To view your card details in the web app:

  1. Go to Cards.
  2. Select the card you want to view. 
  3. Your card limit, available balance, and spend period (daily, weekly, or monthly) are shown in the Spending limit panel next to your card.
  4. Click the guidelines icon on that panel to open the Spending guidelines dialog. It shows your card limit, your late-receipt auto-freeze setting, and your merchant category restrictions, if any.

To view your card details in the mobile app:

  1. Tap the card icon.
  2. Select the card you want to view.
  3. Your available balance and spend period are shown below the card.
  4. Tap Show guidelines to open the Spend control screen. It shows your card limit, whether ATM/cash withdrawal is allowed, and your late-receipt auto-freeze setting. Merchant category restrictions aren't shown on mobile.

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