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The PEX system gives Administrators powerful tools for controlling cardholder spending — by setting limits on how much a cardholder can spend in a predetermined period of time:
  • Daily (24 hour period — Midnight to Midnight ET)
  • Weekly (Sunday to Saturday)
  • Monthly (1st to 31st)
  • Yearly (Jan 1 to Dec 31)
  • Lifetime
Note:Different Plans have different features. Please check your Plan.
Administrators can set Time-Based Spend Rules for cardholders using the Mobile App:

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How to set time-based spend rules using the Mobile App

1
Log in to the Mobile App
2
Click the “Cards” icon at the bottom of the screen
3
Navigate to the cardholder
4
Click on the cardholder’s nameClick the “Cards” icon to see the list of cardholders. Click on the cardholder’s name.
5
Click on “Spend Rules”Click “Spend Rules”
6
Click “Time-based spend limits”
7
Enter the amount of the spend limit into the appropriate field:
  • Daily
  • Weekly
  • Monthly
  • Yearly
  • Lifetime
8
Click “Save” in the upper right-hand corner
Enter amounts into the “Limit” fields. Click “Save.”
Note:
  • The spend limits for shorter time periods must be lower than the spend limits for longer time periods
    • A cardholder cannot have a Daily spend limit of 900withaMonthlyspendlimitof900 with a Monthly spend limit of 500 (the system will not allow it)
  • It is not necessary to enter a value into every field.
    • You can leave fields blank (no time-based spend limit), and just click “Save”.
Last modified on April 22, 2026