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  5. How do I add funds to a team member’s card?

How do I add funds to a team member’s card?

There are two ways to start the process of adding funds to your team member’s card.   

You can start the add funds process from your corporate wallet or directly from your team member’s card.  

Option 1 – Adding Funds from your Corporate Wallet  

  1. On your corporate wallet, tap the button marked “…More actions”  
  2. A “More actions” option selector will appear from the bottom of the screen. 
  3. Select the option “Add money to Xpence cards” 
  4. Click continue. 
  5. You will now see a list of cards you can add funds too. Your team member cards are always shown below your cards.  
  6. Scroll down the list and select the card you want to add funds to. 
  7. Click next. 
  8. Enter the amount you want to add and click the arrow in the bottom right corner of the screen. 
  9. Review the transfer details. If you want to change the amount you can click the arrow in the top left corner of the screen.  
  10. If the amount is correct, click the Confirm button at the bottom of the screen. 
  11. On the next screen, you will be asked to authenticate your request by entering your 6-digit passcode. 
  12. You will see a success screen once you have authenticated your request. 
  13. You can now choose to top-up another card or go back to your corporate wallet. 

 Option 2A – Adding Funds from your Corporate Wallet  

  1. Go to the team member’s card you want to add funds to.  
  2. You will find the team members’ cards in the Cards module under the Cards tab. 
  3. Tap the card you want to add funds to. 
  4. Click the “+ Add money” button in the centre of the card. 
  5. An “Add money” option selector will appear from the bottom of the screen. 
  6. Select the first option “Add money from Xpence wallet” 
  7. Click continue. 
  8. Enter the amount you want to add and click the arrow in the bottom right corner of the screen. 
  9. On the next screen, you will be asked to authenticate your request by entering your 6-digit passcode. 
  10. You will see a success screen once you have authenticated your request. 
  11. Click the “Done” button to return to your card. 

 Option 2B – Adding Funds from Another Card 

  1. Go to the team member’s card you want to add funds to.  
  2. You will find the team members’ cards in the Cards module under the Cards tab. 
  3. Tap the card you want to add funds to. 
  4. Click the “+ Add money” button in the centre of the card. 
  5. An “Add money” option selector will appear from the bottom of the screen. 
  6. Select the second option “Add money from your Xpence cards” 
  7. Click continue. 
  8. Tap the + button on the “Add money from” tab. 
  9. You will now see a list of cards you can transfer funds from.  
  10. Select your card you want to transfer funds from. 
  11. Next, tap the + button on the “Select amount” tab. 
  12. Enter the amount you want to transfer. 
  13. Click the arrow in the bottom right corner of the screen. 
  14. Click next. 
  15. Then confirm the transfer.  
  16. On the next screen, you will be asked to authenticate your request by entering your 6-digit passcode. 
  17. You will see a success screen once you have authenticated your request. 
  18. You can now choose to top-up another card or go back to your cards. 

 

If you face any problems adding funds to your cards, please reach out to us at support@xpence.com. 

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