Once you’ve created your user cards or company cards, the next step is to make sure they’re funded. Funding a card enables spending, so this is where you bring your setup to life.
Each card is linked to a funding source (wallet). Depending on the card type and your plan, it might draw from:
- User wallet – personal to the user
- Main wallet – the default wallet for your Soldo account
- Reserved wallet – dedicated to a specific company card
- Company wallet – shared across teams or departments (Plus and Unlimited plans)
How to transfer funds
Transfer funds to a card connected to a User wallet
Who: Super admins, Admins, Limited admin (Transfers
from Main and Company wallets). Leaders (Transfer from Company wallets
within their resource/permissions group.)
- Go to Users.
- Select the user from the list, then select Transfers.
- Under the One-off tab, select the Transfer from field.
- Choose the wallet that you'll use to fund this transfer and select Confirm. For example, you may choose to transfer funds directly from your Main wallet or, if you're a Plus or Unlimited customer using Company wallets, you may choose to transfer from a shared wallet.
- Enter the amount.
- Select Confirm transfer.
Transfer funds to a Company card connected to a Reserved wallet
Who: Super admins, Admins, Limited admin (Transfers
from Main and Company wallets). Leaders (Transfer from Company wallets
within their resource/permissions group.)
- Go to Cards.
- Select the card from the list, then select Transfers.
- Under the One-off tab, select the Transfer from field.
- Choose the wallet that you'll use to fund this transfer and select Confirm. For example, you may choose to transfer funds directly from your Main wallet or, if you're a Plus or Unlimited customer using Company wallets, you may choose to transfer from a shared wallet.
- Enter the amount
- Select Confirm transfer
Transfer funds to a Company wallet (Plus and Unlimited plans)
Who: Super admins, Admins, Limited admin (Transfers
from
Main and Company wallets). Leaders (Transfer from/to Company wallets
within
their resource/permissions group.)
- Go to Wallets > Company wallets.
- Select the wallet from the list, then select Transfers.
- Under the One-off tab, select the Transfer from field.
- Choose the wallet that you'll use to fund this transfer and select Confirm. For example, you may choose to transfer funds directly from your Main wallet or you may choose to transfer from a another Company wallet.
- Enter the amount
- Select Confirm transfer
Availability
Who: Super admins, Admins and Limited admins.
Pricing plan(s): Standard, Plus and Unlimited.