How do I create a card on a budget?

Any admin or budget owner of that budget can add a virtual card.

To create a card to a budget, follow the steps below:

  1. Log in to your Aspire account
  2. Click on "Budgets" under the Spend section on the left-hand side 
  3. Click on the budget you'd want to add the card to
  4. Click on "Issue a card"
  5. Click on the user you would like this card to be for
  6. Fill out the card particulars and information 
  7. Click on "Confirm" and then "Issue Card"
  8. The card will automatically appear in the card section
  9. An email will be automatically sent to the user that a new card has been assigned to them

See the below video on how to create a budget and add a card at the same time:

HubSpot Video

 

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