As a budget owner or admin, you can create a virtual card associated with a budget. Budget owners create a vendor card associated with any budget where they are an owner.

Vendor card transactions can use any available funds that have been allocated to the budget they are created from. They can be assigned to any budget member and are visible to any members of that budget. Their spend limit can either be capped at the amount of available funds in a budget or capped at a specific number set when the card is created. Learn how to delete a virtual card.

The steps in this article apply to budget owners and admins. Learn how budget members create virtual member cards.

Notes:

  • Admins and budget owners can create virtual cards for people with any role in Divvy (owners, members, or admins).

  • Virtual cards must be assigned to a single cardholder.

  • Only admins and the assigned cardholder can see the full card numbers for vendor cards. Budget owners can view the last four digits of the card number to keep track of spending on that card but the rest of the card number will not be visible to them.


Web Browser

Jump to Mobile steps

1. In the Navigation Menu, click the Cards link.

Open Cards

2. Click the Create New Card button.

Create New Card

3. In the Card Name field, enter a name for your virtual card [1]. This is usually something that helps you easily identify the card, such as the vendor's name.

4. In the Budget drop-down menu, select the budget you want to associate with the card [2].

5. In the What type of card would you like to create? section, tap the Vendor card button [3]. Learn more about vendor cards and member cards.

Note: If shared funds are not enabled for the selected budget, you do not need to click the Vendor card button to create a vendor card.

Enter Card Details

6. To set a limit for a vendor card, enable the Set a Limit option [1]. Then enter the limit for the card [2]. If the Set a Limit option is not enabled, the card can use all available funds from the selected budget.

Set a Limit

7. To reset the monthly limit for a vendor card, click the Reset Limit Monthly option [1]. Then enter the limit that the card will reset to each month [2]. If the Limit Resets Monthly option is not enabled, the limit will not reset.

Note: The Reset Limit Monthly option is only available if the Set a Limit option has been enabled.

Reset Monthly Limit

8. To set an expiration date for the card, click the Set card expiration checkbox [1]. Then enter the expiration date [2].

Set Card Expiration

10. In the Card Holder drop-down menu, select a card holder for the vendor card [1].

Note: You cannot change the card holder after the card has been created.

Select Card Holder

11. You can also prefill required fields [1] and optional fields [2]. Your selections will apply to every transaction made on the card.

Prefill Custom Fields

12. Once all information has been entered, click Create Card to create your new vendor virtual card.

Create Card

Mobile

  1. In the Navigation Menu, tap the Add icon.

Add Icon

2. Tap the Add New Virtual Card link.

Add New Virtual Card

3. In the Card Name field, enter a name for the new card [1].

4. Tap the Budget field [2] and select the budget you want to associate with the vendor card.

Enter Name and Budget

5. Tap the What type of card would you like to create? field [1]. In the Card Type window, select the Vendor card option [2]. Learn more about vendor cards and member cards.

Note: If shared funds are not enabled for the selected budget, you do not need to click the Vendor card button to create a vendor card.

Select Vendor Card

6. To set a limit for a vendor card, tap the Set a Limit option [1]. Then enter the limit for the card [2]. If the Set a Limit option is not enabled, the card can use all available funds from the selected budget.

7. To reset the monthly limit for a vendor card, click the Limit Resets Monthly option [3]. Then enter the limit that the card will reset to each month [4]. If the Limit Resets Monthly option is not enabled, the limit will not reset.

8. To set an expiration date for the card, tap the Card Expires field and select an expiration date [5].

Note: The Reset Limit Monthly option is only available if the Set a Limit option has been enabled.

Select Limits and Expiration Date

9. In the Card Holder drop-down menu, select a card holder for the vendor card [1].

Note: You cannot change the card holder after the card has been created.

Select Card Holder

10. You can also prefill required fields [1] and optional fields [2]. Your selections will apply to every transaction made on the card.

Prefill Custom Fields

11. To save your card, tap the Save link.

Save Card

Note: Only admins and the assigned cardholder can see the full card numbers for this new virtual card. Budget owners can view the last four digits of the card number to keep track of spending on that card but the rest of the card number will not be visible to them.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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