Card Functions

How to Create a New Virtual Card
Navigate to the Cards tab. Select 'Create Card' on the right side A new page will open Select the type of card you want to create ...
Fri, Apr 9, 2021 at 4:38 PM
How to Close a Card
Navigate to the 'Cards' tab Click the three dots next to the card you wish to close A pop up will ask you to confirm closing the card ...
Wed, Sep 23, 2020 at 6:47 PM
How to Edit a Card
Navigate to the 'Cards' tab Click the three dots next to the card you wish to edit A pop up will allow you to edit the card information ...
Wed, Sep 23, 2020 at 6:47 PM
How to Report a Card Lost or Stolen
Navigate to the 'Cards' tab Click the three dots next to the card you wish to report as lost or stolen A pop up will ask for more informati...
Wed, Sep 23, 2020 at 6:48 PM
How to Place a Card on Hold
Navigate to the 'Cards' tab Click the three dots next to the card you wish to place on hold A pop up will ask you to confirm holding the c...
Wed, Sep 23, 2020 at 6:48 PM
How to Use a Card
Navigate to the 'Cards' tab Click into a card to expand its details. You can click the card number, security code, or expiration date ...
Wed, Sep 23, 2020 at 6:48 PM
Getting Started with Spend Management
This article will assist you in getting started with Spend Management. Plate IQ’s Spend Management combines on-demand credit card issuing and expense...
Fri, Oct 16, 2020 at 3:54 PM
How to Create a New External Card
Navigate to the Cards tab. Select 'Create Card' on the right side A new page will open Select the type of card you want to create ...
Fri, Oct 16, 2020 at 3:38 PM
How to Create a New Physical Card
Navigate to the Cards tab. Select 'Create Card' on the right side A new page will open Select the type of card you want to create ...
Fri, Oct 16, 2020 at 3:33 PM
Spend Management FAQs
Spend Management FAQs Q: Can transactions be split across multiple PIQ/QuickBooks locations? A: Yes, they can also be split out across departments and ...
Fri, May 14, 2021 at 3:26 PM