Suppose the available funds on your Soldo card are running low, and you’d like to request a transfer of company money.
This guide will take you through how to request more funds. Alternatively, if you don’t have a Soldo card, or to request a temporary virtual card for specific payments, follow these instructions.
How do I request funds?
If you need funds to top up your Soldo balance, you can request this via the web or mobile app.
Requesting funds on the Web app
- From the left-side menu, select Requests.
- Select Make a Request and choose I wish to receive a money transfer.
- Fill in the details, including why you need the funds and the amount.
- Select Send request.
Requesting funds on the mobile app
- Tap Account from the navigation menu then tap Requests.
- In the My requests tab, tap Create a request.
- Select I wish to receive funds.
- Fill in the details, including why you need the funds and the amount.
- Tap Send request.
The approver can then view this request and approve or deny it from the web or mobile app. When approving, the admin can choose the source of funds and make a transfer straightaway.
Tip: You can also request funds from the card section. Simply select your card, then Tap Request funds.
How to approve a fund request
Approving a request on the web app
- If you are an approver, select Requests from the left-side menu.
- Select the request to review the details.
- If you’d like to approve it, select Continue. To deny the request, select Decline request.
- Choose the funding source (the wallet from which you will transfer funds).
- Select Approve request.
Approving a request on the mobile app
- If you are an approver, tap Account from the navigation menu then tap Requests.
- In the Approvals tab, select the request to review the details.
- If you’d like to approve it, tap Approve or choose Deny to decline the request.
- Choose the funding source (the wallet from which you will transfer funds).
- Tap Confirm.
Once a transfer request is approved, the funds will be transferred from your chosen wallet to the user’s wallet.
FAQs
Can I request funds for any currency?
Yes, if your company has main wallets in multiple currencies, you can choose the currency you need when submitting your request.
How will I be notified of fund requests?
You will receive an email informing you that a user has requested funds.