Before you issue a card, you will need to ensure you have the Cards Manage permission is enabled on your profile. 

To check whether this permission is enabled, do the following steps:

1. Log into your OFX account. 

2. Navigate to Team on the side bar menu options. 

3. Search for your name in under the Team page.

4. Check if the Cards Manage option is enabled under your name. If this option is enabled, then it means you have the ability to issue cards. 

To issue a card, follow these steps:

1. Log into the System: Access your OFX account using your credentials.

2. Navigate to the Cards Section: Locate and click on the “Cards” tab from the main menu or dashboard.

3. Select Create Card: Look for an option labeled “Create card.” Click this button to start the process.

4. Employee Card:

a. If Employee Card option is selected, proceed to select user from dropdown list:

b. Connect the Budget. Select the budget to connect the card to.

c. Select type of Card. Select whether you would like to issue a Virtual employee card or a Physical employee card.

d. Click Next. Click "Next" to proceed. 

e. Create Card. The "Create a new card" page is presented. Click on "Create card" to complete.

5. Company Card. 

a. If the Company card option is select, proceed to selecting the budget under the Budgeted card spend limit dropdown.

b. Enter Card Limit and select Cardholder. Enter the Card limit amount. Select the Cardholder from the Cardholder dropdown. 

c. Enter the Card name and Website. Enter the Card name under the Set a name for the card field. Enter the company website under the Website of item(s) being purchased field. The company icon is automatically pulled from the web address provided. 

d. Proceed to Next step. Click Next to proceed.

e. Submit for approval. Click on "Submit for approval" to finalize. 

6. Creation confirmation. A confirmation message is displayed on the screen with next steps.

7. Cardholders will receive an email to activate their card and the next steps. They will need to download
the OFX Business App to your phone to start using the virtual card.

Next Steps:

1. Regularly review issued cards to ensure they are being used appropriately and within established guidelines.

2. Monitor card activity to track spending and compliance with organizational policies.

3. Provide training or resources to cardholders to help them understand their responsibilities.

Related FAQ Articles:

• What permissions are needed for a user to only have a card?

• How does a user create a policy for a budget?

• How does a user approve a budget?