If you’re an admin, you can request to use a virtual card on TERA. Check-out some basic steps that you need to perform while requesting our virtual card:
- Go to Spend Management.
- Then in the dropdown -> select Cards.
- Cards option provides you details regarding all the information about all your virtual and physical cards.
- Cards Request tab helps you check a list of requests you have made for all types of cards.
- The Request New Card option will allows you to make a new request for a new physical card.
Click the Request New Card option.
- Request For is a field where you will insert the name of the employee for whom the request is being made.
- Request type is a dropdown option where you need to choose the type of request made. In the case of a Physical card request, you need to select Request New Card.
- Request Amount is the field where you will need to mention the maximum limit of the purchase you want for the card.
- Purpose Summary must have the description mentioning the crux of the card request made.
- Purpose Detail must have a detailed articulation of what type of card you need and for which purpose you need our card. You need to specify that you want a virtual card.