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Designed for both Credit and Prepaid customers, this feature includes approval flows, instant notifications, and full support on both mobile and web, so your team can stay responsive, compliant, and in control no matter where they are. 
Turn on the ‘Use Auto-Card funding’ for your pre-fund expense cardholder to enable spend rule requests for them. 

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Support article guide:

  1. Managing the spend rule request feature
  2. Spend request approval
  3. Notifications
  4. FAQ

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Managing the spend rule requests feature 

1
Log in to the Dashboard via https://dashboard.pexcard.com
2
Navigate to the ‘Business settings’ from the sidebar menu and click on that.
3
Click on the ‘Profile’ tab at the top of the ‘Business settings’ page.
4
Scroll down to the ‘Settings’ section.
5
Click on the ‘Edit’ button under the ‘Settings’ section.
6
Scroll down to the bottom of the ‘Update Business information’ page.
7
Under the ‘Spend rule requests’ section, click on the Enable/Disable radio button to enable/disable the ‘Spend Rule Requests’ feature for your account
  • Only admins with the ‘Edit Business Profile’ can enable this feature from the dashboard ‘Business Settings’ page

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Spend rule request approval

1
Log in to the Dashboard via https://dashboard.pexcard.com
2
Navigate to the ‘Requests’ from the sidebar menu and click on that
3
Click on the ‘Card requests’ sub-menu
4
Click on the ‘Spend rule request’ at the top of the ‘Card requests’ page
  • Spend rule requests that are pending your review will be displayed by default on the ‘New requests’ tab. To review all reimbursement requests, click ‘Clear’ under the ‘Filters’ button
5
On the ‘Spend rule requests’ tab, hover over the request that you would like to approve and click on that
6
Review the request details (add a note if needed by typing it in the text area under the ‘Explanatory note’). The Edit button is available for users with the ‘Approve/Reject spend rule request permission’. So they can edit the active ‘From date’ and ‘To date’ fields, requested limit increases for pending approval requests​​​​​​​​​​​​​
7
Click the ‘Approve’ or ‘Reject’ button located at the bottom of the modal window

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Notifications

1
Once a spend rule request is submitted, you will receive an email and push notification to review it (if you have permission to approve that request).

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FAQ

Yes, you can edit non-approved spend rule requests if you are an approver
Yes, you can either reject pending approval requests or cancel approved requests
You can disable the ‘Spend rule requests’ feature from the Dashboard ‘Business settings’ page
For all Credit and Prepaid Expense cardholders with the ‘Use Auto-Card Funding’ enabled, this feature is available
Yes, you can configure an approval policy for the spend rule request workflow
An administrator needs the ‘Approve/reject spend rule request’ permission
Last modified on April 22, 2026