How do I order an expense card?

Learn all about how to get a new card in five simple steps.

Please note: There are two ways you can order a card:

Order an individual card and balance, which will create a new wallet
Order from within an already created wallet (order a card button)

This article contains information for Caxton Business Expense Management, covering tools and features relevant to businesses and their employees. For Personal Caxton Travel Cards go here.

Step 1: using the dashboard navigate to My Expense Cards > Order a Card

In the left-hand sidebar click on 'Order new card' and select the type of card.

B2B Expense Management - Load a card 1

Step 2: Choose your card type by selecting either a physical or virtual card.

Please note: Virtual cards are restricted to purchases made online, you will require a physical card to make in-store purchases

B2B Expense Management - Load a card 2

Step 3: Enter your details and click Confirm

When you provide an email address a cardholder is created with a user login account. The user will have access to view the balance and transactions, upload and submit expenses and view receipts.

You can create cards for individuals or groups, such as departments or business units. When assigning a card to a group, the cardholder name can be the group name. E.g Art Department (see screenshot below).

Please note: The date of birth must be for an 18 year old or above or the card will not be created.

How to activate your card

When you create a card the status of the card will be inactive. To activate the card click on Administration > Manage cards > Change card status.

Please note: Once a card has been activated it cannot be moved into another wallet.

B2B Expense Management - Load a card 4

Step 5: Search for your card and on the right-hand side click on Update card status

That's it. You should be all setup with your new card now.

Still need support? Get in touch with our customer support team here. Or perhaps you would like access to our platform, please speak to one of our dedicated sales representatives to open an account today here.