The Card Settings page allows you to change the settings of your Rho Card, such as:
- The card name
- The assigned budget
- The card limit
- The permitted spending categories
To access the Card Settings page, click the Action (...) button from the Card Details page and select Card Settings from the drop-down list. For more information about the Card Details page, see Understanding the Card Details page.
Edit the desired settings and then click Save Changes when finished.
- Card Nickname:
Edit the name assigned to the card. When the card is initially created, the Card Nickname is populated with the first and last name of the User assigned to the card.
- Budget (optional)
Click the drop-down list to change the budget assigned to the card.
- Spend from Account
The checking account assigned to the card. By default, the Rho Primary Checking account for your organization is selected.
- Card Limit (optional)
The maximum amount of money, in USD, that can be charged to the card in a calendar month. Click the number to edit the specified Card Limit value.
- Permitted Spending Categories (optional)
Restrict Rho Card transactions to only the categories selected from the drop-down list. For example, you can select Airlines, Air Carriers and Airports, Flying Fields, if you want the card to only be used for air travel expenses.