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How to Set Per Purchase Spending Limits, by Merchant Category (Mobile App)

PEX gives Administrators sophisticated tools to manage cardholder spending, by limiting how much cardholders can spend on a single purchase in any Merchant Category (e.g., Restaurants, Retail Stores).

Administrators can set Per Purchase Spend Rules for cardholders through the Mobile App:

How to Set the Spend Limit per Purchase, by Merchant Category, Using the Mobile App:

  1. Log in to the Mobile App
  2. Click the “Cards” icon at the bottom of the screen
  3. Navigate to the cardholder
  4. Click on the cardholder’s name


    Click the “Cards” icon to see the list of cardholders. Click on the cardholder’s name.

  5. Click “Spend Rules”


    Click ”Spend Rules”

  6. Click on “Merchant categories”


    Click “Merchant categories”

  7. Click on the Merchant Category where you want to limit spending


    Click on the Merchant Category

  8. Enter the Per Purchase Limit amount in the first field
  9. Click “Save” in the upper right corner


    Enter the “Per purchase limit” amount in the first field. Click “Save” in the upper right corner.

  10. The Per Purchase limit now appears in the Category description


The Per Purchase spend limit appears in the Category description

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