How to Set Time-Based Spend Limits (Mobile App)

Set daily, weekly, monthly, yearly, or lifetime spending limits for cardholders from the PEX administrator mobile app.

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:

• Download the iOS app from the App Store
• Download the Android app from the Google Play Store
• The download is free but carrier data rates may apply

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 name

   Click 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 $900 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”.