To create a new employee card, follow these steps:

1. Log into your OFX account.

2. Navigate to the “Cards” section in the navigation menu on the left.

3. Click the “Create card +” button located at the top right of your screen.

4. Select “Employee card” from the options presented.

5. If you're on a Business Plus or Configure  (paid) Subscription Plan, select the budget the card will be assigned to. 

6.  Select the type of card you'd like the cardholder to receive. You can select either “Virtual employee card” or "Physical employee card". 

7. If you're on the "Business" (free) Subscription plan, complete the following steps:

a. Enter the "Card limit amount". 

b. Select the "Card limit type" and the "Recurring period".

8. Assign the cardholder by selecting from the list of existing users.

9. If you have selected the "Physical employee card" option, you will need to provide the "Company address". Review all entered information and click “Next” to finalize the setup.

10. Click Create Card, You will be prompted to enter a security code sent to your registered mobile number.

11. Enter the code to verify your identity and complete the card creation process.

    

12. Click on "Create Card" on the "Confirm new card" page. 

13. Once MFA is successfully completed, you’ll see a confirmation message that your new card has been created. If the MFA code is not entered correctly, you will be prompted to try again. 

    

14. Confirmation: After successful MFA verification, your changes will be saved. Once you’ve completed MFA for a new employee card, they will not need to do so again for 5 minutes or until log out. (If you do not receive a code or have issues with your mobile number, contact OFX support for assistance.)

 Why is MFA important:

MFA provides an extra layer of security, ensuring that only authorised users can add a new employee card. This helps prevent fraud and unauthorised transactions, protecting your funds and personal information. Keeping card information secure and up-to-date is essential for smooth and safe payment processing.

Next Steps:
After creating the employee card, ensure that the cardholder understands how to use it and the associated spending limits. Regularly review card usage and adjust budgets as needed.

Related FAQ Articles:

• How does a user create a new company card?

• How does a user create a physical card?

• How is the physical card delivered?