[Employer] How to set up a card program

Remote Expenses Card is currently in beta and available to selected customers. We're actively improving the experience based on feedback from our early users, so some features and workflows may change over time. If you'd like to learn more about the beta program or express interest in participating, please contact your Remote account team.

Your company must be enrolled in the Remote Expenses Card early access program.

Once enabled, the product appears automatically in the Expenses menu. No additional activation is required.

The first time you open it, you are asked to accept the Terms and Conditions during a short onboarding intro. This is only required once.

Step 1: Navigating to the Cards section

In your company account, navigate to Expenses > Cards.

Step 2: Create a card program

1. Select Get started.
2. Choose how you want to create the card program:
   • Using one of the templates
   • Generate with AI
   • Build manually

Step 3: Select cardholders

Select the team members who should receive cards. You can use filters to find specific employees or teams.

Step 4: Configure spending categories

Select the categories that cardholders can use their cards for. If a purchase is made outside the approved categories, the transaction may be declined.

Step 5: Configure spending limits

1. Enter the spending limit for the card program.
2. Select a limit renewal period (daily/weekly/monthly)
3. Indicate a spending limit per transaction, if needed
4. Give the program a name and an icon to identify it

Step 6: Review and create the program

1. Review all settings and selected card holders.
2. Select Create program.

What happens next?

After team members are assigned a card, Remote will automatically notify them via email and an in-platform notification, inviting them to activate their card.

They will be prompted to accept the Expense Card terms of service and will follow a guided onboarding flow in Remote mobile app to activate their card. The card activation is instant, and team members can start using their virtual expense card right away.

You can manage the cards and card programs as well as monitor the card payments in your Remote admin dashboard.

See also:

• [Employer] How to manage cardholders and card programs

Frequently asked questions

Can I create multiple card programs?

Yes, you can create multiple card programs according to your needs.

Can I edit a card program after it is created?

Yes, you can update the configuration of the card program after it is created.

See also: [Employer] How to manage cardholders and card programs

Can a team member hold multiple expense cards?

No, only one expense card can be assigned per team member.