Getting Started with Cast and Crew PCard+
How Much Does Cast & Crew PCard+ Cost?
What Information Do I Need to Provide to Sign Up for Cast & Crew PCard+?
What Documents are Used for Enrollment Verification?
Contact Us
Bank Holidays
Quick Guide to Getting Started with Cast & Crew PCard+
What Security Measures Does Cast & Crew Take to Protect My Information?
Account and User Management
Account Management
What is Two-factor Authentication?
How Can I Use Multiple PCard+ Accounts?
How Do I Troubleshoot Two-factor Authentication Issues?
How Do I Set Up and Manage Alerts on My PCard+ Account?
How Do I Change or Update My Business Phone Number or Business/Shipping Address?
How Do I Change my Account’s Email Address?
How Do I Reset or Change My Password?
How Do I Cancel My Account?
User Management
Can I Access Multiple PCard+ Accounts with the Same Login Credentials?
What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?
How Do I Grant an Employee Login Access to the Web and Mobile App?
How Do I Create a Department?
How Do I Change a User’s Role?
How Do I Assign a Department Lead?
How Do I Update Multiple Users At Once?
Transactions & Card Management
Card Management
Can PCard+ Cards Be Used Internationally?
What is the Difference Between My Current PCard+ and Fixed Value Cards?
How Do I Enable 'Card Not Present' on a Card ?
When Do My Spending Limits Reset?
How Do I Change the Name on a Card?
What Are the Different Types of Controls I Have on a Card?
What's the Difference Between an Employee Card and a Utility Card?
How Do I Add My Cast & Crew PCard+ Card to a Mobile Wallet?
How Do I Set or Reset a PIN on a PCard+ Card?
How Do I Replace, Reissue or Cancel a Card?
How Do I Deactivate a Card?
How Do I Create a Card?
How Do I Activate My Card?
Why Did My Card Get Declined?
How Do I Reassign a Utility Card to a Different User?
What's the Maximum Card Spend Limit on PCard+ Cards?
What is the Billing Address of My PCard+ Card?
How Do I Create Multiple Cards At A Time?
How Do I Make my PCard+ Card My Mobile Wallet's Default Card?
What Do I Do If My Card is Lost or Stolen?
How Do I Update Multiple Cards At Once?
Transactions
What Do I Do If I See Unrecognized Charges on My Transaction Activity?
How Do I Use Transaction Filters?
How Do I File a Transaction Dispute?
Where Can I Find My Monthly Statements?
Why Don't I See a Refund on My Card?
Why Do I See An Additional Pending Amount Being Held on My Card?
Payments & Receipt Management
Payments
How Do I Cancel a Payment?
What Does It Mean When a Payment is Declined, Canceled, or Returned?
Receipt Management
How Do I Export or Download Multiple Receipts at Once?
How Do I Submit or Upload a Receipt?
How Do I Manage Unmatched Receipts?
Bank Accounts, Deposits & Funds
How Do I Add/Transfer Funds to My PCard+ Account?
What Do I Do If My PCard+ Transfer Fails?
How Do I Link and Verify My Bank Account to Transfer Funds?
How Do I Deposit Funds and Check My PCard+ Account Balance by SMS Text?
How Do I Cancel a PCard+ Transfer?
Why Hasn't My PCard+ Transfer Processed Yet?
How Do I Delete or Change the Bank Account Connected to My PCard+ Account?
Can I Have Multiple Bank Accounts Linked to My PCard+ Account?
Policy Settings
For Users
Will I Be Notified When a Policy is Violated?
How Do I Know My Policy Violation is Resolved?
How Do I Resolve a Policy Violation?
After a Violation is Resolved, When Will My Card Turn Back On?
For Admins
What are Policy Settings and Why Do I Need Them?
What are the Parameters/Fields I Can Set Policies For?
When Will the Policy Violation Reminders Go Out?
How to Edit/Delete an Existing Policy?
How to Add a New Policy?
When Will a Card Turn Off for Violating a Policy?
How Many Reminders Can I Set to Rectify a Policy Violation?
Feature and Set Up Guides
Custom Reports and Exports
Policy Settings - Overview and Management
Security and Privacy Policies and Best Practices
Card Management - Overview, Controls, and Departments
Receipts Overview and Management
Admin Management and Permissions
Transaction Filters and Tags
All Categories > Policy Settings > For Admins
7 articles
Policy settings allow account owners and admins to establish expense/transaction-related rules...
Updated 3 years ago by Chandrika Chandwani
Depending on your business requirements or the purpose of each card...
The first reminder will go out on the 1st of the next month and subsequent reminders...
Here's how to Edit or Delete an Existing Policy...
Here's how to add a new policy...
If you have selected to turn off cards that are in violation of a policy, they will be turned off...
You can set up to 4 reminders for each policy.
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