💳 Set or Request a Card Limit

For Employees (no permission to change limits)

1. Open Cards → select your card.

2. Tap Request Limit.

3. Choose Limit Type

   • Approval-Based Limit: Your spending resets only after your expenses are reviewed & approved (best for strict control).

   • Recurring Limit: A fixed cap that renews on a Daily / Weekly / Monthly / Yearly cycle.

   • One-Time Limit: A temporary cap for a specific period.

4. Enter Amount (e.g., 5,000 SAR).

5. (If Recurring) Pick the cycle and start date.

6. Add a short reason (optional but recommended).

7. Submit → your request follows the company’s approval policy.

8. Track status under My Requests / notifications. Once approved, the new limit applies automatically.
   
   

Note:If you are an budget manager you will have permissions to update the limit of cards under your budget

For Admins & Finance Managers (can change limits directly)

1. Open Cards → select the card → Update Limit.

2. Edit Limit Type

   • Approval-Based Limit (recommended for compliance)

     • The available limit does not reset on time; it resets only after related expenses are submitted & approved.

     • If expenses stay Pending Submission/Approval, the spent amount continues to count against the limit.

   • Recurring Limit (Daily / Weekly / Monthly / Yearly).

   • One-Time Limit (with validity window).

3. Enter Amount (required).

4. (If Recurring) Choose cycle and start date.

5. (Optional) Set end date or auto-reset behavior.

6. Review the policy preview (who can approve, escalation rules).

7. Click Submit → changes apply immediately (or at the selected start time).

What each limit type means

• Approval-Based Limit: Spend resets only after the cardholder submits required info (receipt/notes/fields) and the expense is approved. Ideal for tighter spend governance.

• Recurring Limit: Spend cap refreshes on a schedule (e.g., 20,000 SAR per month).

• Per-Transaction Limit: Caps each individual purchase.

• One-Time Limit: Temporary cap for a specific period or use-case.

Tips & Notes

• If you can’t find “Update Limit”, you likely lack permission—use Request Limit instead.

• For Approval-Based: clearly communicate to cardholders that missing receipts/notes will block resets; add reminders or auto-lock after X days if required by policy.

• Limits interact with budget/account balances—ensure available funds match your intended limit.

• All changes are audited; approvers see the request reason and history.