Step-by-step guidance on getting your Prepaid Corporate Card, ensuring convenient and secure virtual transactions that will give you unlimited transaction capabilities.
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Creating Prepaid Cards for Your Company
Same like getting your Virtual Card, Anyone who is assigned as a Requester can make a request to get a Prepaid Card for themselves. This can be done using Jack Portal (not available in Jack App yet), through approval workflows by Approver and Releaser. Requester, Approver, and Releaser have been appointed since the beginning using the approval workflow (read here). You can get an unlimited Prepaid Card without a monthly fee if you have subscribed to our Growth Plan. Wanna upgrade? Learn here.
We understand that obtaining your Prepaid Card should be a hassle-free experience, and we're here to guide you through the process step by step. You can only access this particular sequence or procedure immediately after completing the card onboarding process. For further information on the onboarding process, please refer to this article.
There are 6 simple steps to get a Prepaid Card in Jack Portal. Let's dive in:
Click "New Card" to Begin the Process
Log in to Jack Portal. Click the Corporate Card menu at the menu bar, then click the New Card button at the top of the page. Another entry point is clicking Create at the top right of the page and selecting New Card. This will set you on the path to obtaining your personalized Prepaid Card.
Choose the Prepaid Card Option
To proceed with the Prepaid Card issuance, select the Prepaid Card option. Rest assured, the process for obtaining a Prepaid Card follows a similar, seamless approach.
Assign the Card Owner
If you are an Admin or Business Owner, you have the power to designate the Employee who will be the Cardholder or you can also set yourself to be the Cardholder. This flexibility allows you to select the most suitable individual for the card based on your company's needs.
However, as an Employee or Bookkeeper, all you can do is make requests for yourself (you must obtain the right as Requester first), so you will skip this step and move to step 4.
Later on as a Cardholder, you'll gain the ability to make transactions and check your card details by following these steps. You'll also have the capability to block your card following a few simple steps here. Moreover, as the Cardholder, you'll be the recipient of real-time transaction updates, which will be delivered to you through email and SMS.
Complete the Prepaid Card Form Details
Now comes the exciting part - filling in the Prepaid Card form. Unlike Virtual Cards that require a limit request, the process for Prepaid Cards is even simpler. The form focuses solely on capturing the essential card details that will enable smooth transactions. Please provide the following information details correctly:Card Details
Cardholder Name: This field is automatically populated with the name of the designated user. It ensures that the card is issued under the correct employee's name.
Card Name: Choose a card name that reflects the purpose of the card or the name of the cardholder. This can be a descriptive label such as "Travel Card April" or "Client Meeting June" to provide clarity and organization.
Description: Use this field to provide additional information about the card's intended use. For example, you can specify that the card is designated for business meetings involving dining expenses.
Submit and the Card is Ready to Use
With a simple click of the Submit button, your Prepaid Card will be activated and ready to use. Don’t forget to top up the balance to your card first upon using.
In most cases, your Prepaid Card will be activated in real-time, ensuring instant access to its benefits. However, there may be specific conditions or approval workflows that require additional processing time, such as card request by Employee or Bookkeeper. Rest assured, we are doing our best to streamline the approval process and keep you informed along the way. For more information about card user roles, check here.
Monitor your Prepaid Card information details in Jack Portal or Jack App by clicking on the Corporate Card menu and see Prepaid Tab. This table contains all your Prepaid Card issuance history. Your card with ‘Active’ status is ready to use. Learn more about this in this article.
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