Setting a target balance ensures that your Expense Cards balance doesn't run out of money. When your balance is below the amount you have set, then we will automatically send money from your future credit card payouts into this account. That way your employees are not at the gas station and unable to fill their truck.

  1. Go to My Money located in the top global navigation bar

  2. Click Expense Cards on the left navigation

  3. Next to your balance and spent today is the set target button

  4. Click the button and select the amount you would like to set as your target balance

If you would like to turn this feature off, simply set your target balance to $0 and we will not make any more transfers.

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