Introduction to Requests and Pre-approved Spend

Soldo makes it easy for employees to request and access funds for specific business needs like online purchases, training sessions, or one-off business trips. That’s where requests and pre-approved spend come in.

These features give your team flexibility and control over spending, while ensuring all transactions stay aligned with company policies.

What is pre-approved spend?

Pricing plan(s): Standard, Plus, Unlimited

Pre-approved spend lets you give employees temporary access to company funds without assigning them a regular Soldo user card or shared access to a company card. It’s a simple way to manage ad hoc or infrequent spending while staying in control of your budget.

You choose how much they can spend and how they can spend it. Depending on your plan, you can:

Assign a temporary virtual card with a fixed spending limit
Set a maximum number of transactions
Allow payment via bank transfer if you have the Bank Transfer Access add-on

How do temporary virtual cards work for pre-approved spend?

A temporary virtual card is a digital card created for a specific business purpose. It includes:

A pre-approved balance (spenders can't exceed the authorised spend)
A transaction limit (between 1 and 10)
Automatic deactivation when the spend is used or the card expires

Tip: Temporary virtual cards are valid for 7 days from activation. You can create the pre-approved spend ahead of time and assign to your users, just let them know that they should only activate the card when they're ready to spend. The card will be automatically deactivated after 7 days and they won't be able to use it.

Temporary virtual cards can be used for online payments and work well for:

Employees who don’t need a regular user card
Occasional or one-off purchases
Situations where you need flexibility, but still want to manage company money securely

All Soldo plans include access to pre-approved spend. If you're on the Plus or Unlimited plan, employees can also make requests for approval before you issue the card.

What are requests?

Pricing plan(s): Plus and Unlimited

Requests are how employees ask to spend company money. You stay in control by reviewing and approving each request before funds are issued. Depending on your Soldo plan, requests can include:

Temporary virtual cards for a specific amount and number of transactions
Requests to top up an existing Soldo card
Bank transfer requests (with the Bank Transfer add-on)
Itemised trip requests for business travel (on selected plans)

On the Unlimited plan, Super admins can also configure custom request workflows. You decide who can submit requests and who approves them. This gives you full flexibility to match your internal processes.

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