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How to increase a cardholder's card limit

  • Updated

Increase or decrease a card holder's card limit as a one-off adjustment, or update their ongoing limit so it applies every period.

Before you start

  • To update a card holder's ongoing limit through Edit Budget Rules, you need Admin, Owner, or "edit all expense data" permission.
  • Anyone with access to the budget can submit a one-off adjustment. It applies immediately if you have full Budgets: Update Admin permission. Otherwise, it goes to another approver for sign-off.

Steps - One-off (temporary) limit adjustment

  1. Open the Budgets page and click into the relevant budget.
  2. Find the cardholder in the budget's member list and click the pencil icon next to the amount assigned to them.
    • The icon has no visible label. It opens a pop-up titled either Update member limit or Request member limit update, depending on your permission level.
  3. Choose Increase or Decrease, enter the amount, and add a reason. A reason is required.
  4. Click Submit.

With full Budgets: Update Admin permission, the pop-up is titled Update member limit and your change applies immediately. As a Budget Owner, or with the approver override, it's titled Request member limit update instead. That creates a request for another approver to sign off, because you can't approve your own request.

This is a one-off change only. It doesn't affect the card holder's ongoing limit, and it won't carry over into the next period.

Steps - Ongoing (recurring) limit update

  1. Open the relevant budget and click Edit Budget Rules.
  2. Update the card holder's limit Amount. Card holder limits must add up to the total budget amount, or Weel will show an error.
  3. Click Save.

This updates the limit from the next reset period; for example, next month for a monthly budget. It doesn't top up the cardholder's current available balance.