Manage spending limits and rules in bulk with card rule presets

Card rule presets let you apply the same set of rules, such as spending limits, Merchant categories, and geo controls, to multiple cards at once. Instead of editing each card individually, you can create, assign, and update rules in bulk to save time and stay consistent across your cards.

Why use card rule presets

Presets simplify card management and reduce errors by ensuring all cards follow the same rules and limits. They’re especially useful for larger teams or when setting up multiple cards with similar purposes. For example, you can:

• Apply a consistent set of limits and controls across all employee cards in one action.
• Update or replace existing rules on several cards at once, ideal when company policies change.
• Save time during onboarding by assigning a preset to every new card you create.

Each card rule preset can include:

• Security rules - e.g. ATM withdrawals, contactless payments, online payments
• Spending limits - daily, weekly, monthly, or per-transaction
• Merchant categories - define where cards can be used
• Geo controls - restrict spending by country

Which cards can use presets

Presets can be assigned to:

• User cards
• Company cards

They can’t be assigned to:

• Temporary virtual cards (pre-approved spend)
• Subscription cards
• Online advertising cards

How to create a new card rule preset

1. From the navigation menu, select Configure > Bulk card rules.
2. Click Create preset.

3. Select the card rules you want to include, such as security settings or spending limits, then select Next.
4. Select the Merchant categories you want to enable and select Next. You can skip this step if you’re happy with your account’s default configuration.
5. Select the countries where the cards can be used, then select Next. You can also skip this step if you’re using the account default settings.

6. Assign the preset to one or more cards. You can do this now or skip this step and assign it later.

7. Add a name and description for easy identification.
8. Review your configuration and click Confirm.

Your new preset will appear in the Bulk card rules section. You can now assign this preset to your cards. You can do this from the Bulk card rules section by selecting your preset from the list and then selecting the Cards tab. From here, you'll be able to manage the cards that this preset will be applied to. Alternatively, if you need to assign the preset ad-hoc to individual cards, you can do this from the Cards section. Just select the card you want to manage, navigate to the Rules tab and you'll be able to select and assign a preset from here.

How to edit or delete a card rule preset

1. From the navigation menu, select Configure > Bulk card rules.
2. Select the preset you want to edit.
3. Modify rules and spending limits in the Rules tab and click Save changes to instantly apply the updates. You can also add or remove assigned cards in the Cards tab.
4. To rename or update a description, click the three dots on the top-right and select Edit details.
5. To delete a preset, click the three dots and choose Delete.

How to assign a preset to a card in the mobile app

1. Log in to the Soldo mobile app.
2. Go to Cards > [Select a card].
3. Tap Card rule presets.
4. Select a saved preset.

To unassign a preset and make the rules editable again, tap Unassign.

How to assign multiple presets in bulk

You can assign several presets to multiple cards at once. This is useful when you need to update rules across teams or departments in one action.

1. From the navigation menu, select Configure > Bulk card rules.
2. Click Assign presets in bulk.
3. Click Download template (.xlsx).
4. Complete the template following the instructions inside the file.
5. Upload the template back into Soldo.
6. Review and confirm the assignments.