After adding users to your Soldo account, you are ready to start creating cards.
The number of cards you can create and the fee for issuing a card will depend on your Soldo plan. You can find more information on our pricing page.
With Soldo you can choose to create:
This card is assigned to 1 specific employee enabling them to spend allocated company money.
This card is assigned to a team, project or specific cost centre. You can assign multiple users to this card.
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Create a single-user card
1. Log in to the web app
By default, only the Super admin role has the capability to create cards.
2. From the left-side menu, select Cards.
3. Select Create card.
4. To create a single-user card, select Create a card for an existing user.
5. Select the dropdown to open a list of users.
The dropdown list will display all of the users that you have added to your Soldo account. To create a card for a user, they must first be added to your account as a user.
6. Choose the desired user from the list.
7. Select Next.
8. Choose the type of card you want to create.
9. Select Next.
10. Choose the type of wallet that will be used to fund the card.
11. Select Next.
12. Review the details for your order and select Confirm order to create the card.
Before the card can be used, you will need to transfer funds.
Physical cards will arrive in 5 to 8 days. Virtual cards and plastic cards are also available to use immediately for online purchases.
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Create a multi-user card
1. Log in to the web app
By default, only the Super admin role has the capability to create cards.
2. From the left-side menu, select Cards.
3. Select Create card.
4. To create a multi-user card, select Create a company card.
5. Enter a name for the card.
Unlike single-user cards, multi-user cards are not assigned to a single user. Instead of displaying a user name you can enter a name to reflect this, for example, a project, team or cost centre.
6. Choose the type of card you want to create.
7. Select Next.
8. Choose the type of wallet that will be used to fund the card.
9. Select Next.
10. Select Set assignees.
11. Choose all of the users to be set as assignees and select Confirm.
12. Select Next.
13. Review the details for your order and select Confirm order to create the card.
Physical cards will arrive in 5 to 8 days. Virtual cards and plastic cards are also available to use immediately for online purchases.