How do I set spend limits for a specific cardholder on a Housecall Pro Expense Card?
Follow these steps to set limits on the amount of money your employees can spend within a specific period of time:
Go to My Money in the top navigation bar
Click HCP Money in the left-hand navigation bar
Toggle the arrow in the left-hand navigation bar to expand the menu
Select the Expense Cards sub-menu
Click the three dots on the right for the employee whose card you would like to activate
Select Edit
Make sure the card is active underneath the Card Status
Under Card spending limit, select the period of time
Enter the limit amount (for the period of time you selected in the previous step)
Click Save
Note: The setting will be immediately applied to the card you have selected