How to Set Up a Card Spending Policy

Set up a spending policy for a card that doesn't have one yet. The policy controls how much can be spent, when, and where the card can be used. This is separate from a vehicle (fleet) policy.

1. Go to Cards from the side menu.
2. Find and select the card you want to set up.

3. Open the card and stay on the Overview tab.
4. Under Set up spending policy, click Set up policy.

5. Set the Spending Limit: enter the maximum amount, keep the currency as SAR, and choose the period — Daily, Weekly, Monthly, or One-time.

6. Set Time Control (optional): restrict the card to a specific period such as a conference or trip, or keep Always active turned on.
7. Set Merchant Categories: turn on All categories to allow spending everywhere, or restrict the card to specific categories.
8. Click Save.