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How to Issue and Manage Workyard Expense Cards

Learn how to issue virtual or physical cards, control spending, and manage team card access.

Yesenia Quintana avatar
Written by Yesenia Quintana
Updated today

Card Types

Virtual Cards

Virtual cards are issued instantly and ready for immediate use.
Team members can add them directly to Apple Wallet or Google Wallet for contactless payments online or in-store.

Physical Cards

Physical cards arrive within 5–7 business days and must be activated by the cardholder before use.

Multiple Cards

Yes — a team member can have more than one card if needed.

Merchant Category Controls

When setting merchant category controls, if you can’t find a suitable category:

  1. Contact Workyard Support at help@workyard.com with your organization name.

  2. Provide details about the merchant category you need added or changed.

Note: Category changes may not always be possible since updates affect all customers. Workyard will review and determine whether a change can be made.

How to Issue a New Card

Follow these steps to issue a virtual or physical expense card to a team member:

1. Go to the Account tab

  • Navigate to Expense Management → Account at the top of the page.

2. Click “Issue Card”

  • Select + Issue Card in the upper-right corner.

3. Enter Cardholder Details

  • Choose your Card Type:

    • Virtual (Recommended): Instantly available for use; can be added to Apple Wallet or Google Wallet.

    • Physical: Delivered within 5–7 business days to your company address.

  • Under Team Member Details, select the team member who will receive the card.

  • Enter email address, phone, and DOB

4. Enter Company Address

  • Confirm or update the address where physical cards should be shipped.

5. (Optional) Set Spend & ATM Limit Policy

  • Define spending limits, ATM withdrawal caps, or daily limits.

6. (Optional) Set Spend Collection Policy

Select your preferred rules for receipt collection and project spend collection.

Receipt Collection

Choose how receipts are collected for transactions:

  • Do not require receipt collection

  • Photos of receipts for all transactions

  • Photos of receipts only for selected merchant categories

Project Spend Collection (Pro & Enterprise plans only)

Decide how transactions are assigned to projects and cost codes:

  • Do not require project or cost code assignment

  • Assign projects for every transaction

  • Assign projects only for selected merchant categories

7. Review & Submit

  • Double-check all details.

  • Click Issue Card

Virtual cards are active immediately.
​Physical cards arrive within 5–7 business days.

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