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How to request more funds for your Soldo card

If your Soldo card balance is running low and you need to make a purchase, you can easily request more funds from your company. You can do this from either the web app or the mobile app.

Tip: If you're not a Soldo cardholder and you're looking to request a temporary virtual card for a specific purchase, see this article: Requesting a temporary virtual card.

Requesting funds in the web app

Who: All cardholders.
  1. From the navigation menu, select Requests.
  2. Select Create request and choose Add funds to my card.
  3. Fill in the reason and the amount you’re requesting.
  4. If your company uses multiple currencies, select the correct currency for the card you're requesting funds for.
  5. If you've been assigned multiple cards, select the card you're requesting funds for from the dropdown.
Tip: You'll only be able to select cards for your chosen currency. For example, if you have the GBP currency selected, only GBP cards will be shown in the list.
  1. Click Send request

After sending the request, an email notification will be sent to your approver to let them know you've requested additional funds.

Requesting funds in the mobile app

Who: All cardholders.
  1. Tap Cards from the bottom menu.
  2. Choose the card you want to request funds for.
  3. Tap Request funds.
  4. Choose the request type e.g. "Funds". 
  5. Fill in the reason and the amount you’re requesting.
  6. Tap Send request

After sending the request, an email notification will be sent to your approver to let them know you've requested additional funds.

What happens after I send my request?

Once your request is submitted, your company’s assigned approver will receive a notification and review it. If approved, the requested amount will be transferred to your Soldo card or wallet.

FAQs

How can I check if the funds have arrived?

Your available balance will be updated as soon as the funds are transferred. You can check your balance in the web or mobile apps by following this guide.

Can I request funds in any currency?

Yes. If your company operates with multiple currencies, you’ll be able to choose the correct one when making your request.


Availability

Who: All cardholders.
Pricing plan(s): Plus and Unlimited
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