One-off transfers let you move funds manually between wallets whenever you need to. They are ideal for topping up cards, funding a team or project, or adjusting balances quickly.
You can make one-off transfers from a Main wallet, User wallet or, if available on your plan, from a Company wallet.
What you can do with one-off transfers
- Top up a User wallet to fund a User card
- Fund a Company card via its Reserved wallet
- Move money to a Company wallet for a team or project
- Return unused funds back to the Main wallet
Make a one-off transfer from a Main wallet
Main wallets hold your company funds and are the most common starting point for one-off transfers. If you use multiple currencies, you will see one Main wallet per currency.
- From the navigation menu, select Wallets and then Main wallets.
- Select the Main wallet for the correct currency.
- Open the Transfers tab.
- Select the Transfer to field.
- Choose the destination wallet, then select Confirm.
- Enter the amount, add an optional note, and select Confirm transfer.
One-off transfer from a Company wallet
Pricing plan(s): Plus, Unlimited
If your plan includes Company wallets, you can also transfer funds directly from them. This is useful when managing team or project budgets.
From a Company wallet, you can transfer funds to:
- User wallets
- Company cards via Reserved wallets
- Other Company wallets
- The Main wallet
- From the navigation menu, select Wallets and then Company wallets.
- Choose the Company wallet you want to transfer from.
- Open the Transfers tab.
- Select the Transfer to field and choose the destination wallet.
- Enter the amount and select Confirm transfer.
When to use one-off transfers
- You need to fund a card immediately
- You want full manual control over each transfer
- You are making occasional or ad-hoc balance changes
Availability
Who: Super admin, Admin, Limited Admin. Leaders can transfer
from Company wallets where available.
Pricing plan(s): All plans support one-off transfers from Main wallets. Company wallet transfers require Plus or Unlimited.