You can use locations to track spending by job site or office and manage shipping addresses for physical cards. This helps streamline card distribution and provides better visibility into location-based expenses.
How to Create a Location:
1. Log in to your account.
2. Click the Company tab in the top menu.
3. From the dropdown, select Locations.
4. To add a new location, click the green + New Location button in the upper right corner.
5. In the pop-up window:
Enter a name for the location (for example, “Austin Job Site” or “Main Office”).
Fill in the full shipping address.
6. Click Save.
Once saved, you’ll be able to use this location as a shipping address when issuing physical cards.
View or Manage Existing Locations
Go to the Company tab and select Locations to view a list of all your saved locations.
Click on a location to edit its name or address if needed.
Tip: Make sure addresses are accurate to avoid delivery delays when mailing cards.