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Using KleerCard
Everything you need to know about using your cards, the mobile app, and navigating your KleerCard account
- Manage Your Approvers and Delegates
- Understanding Your KleerCard Weekly Organizational Limit
- What Is the Reserve Amount in Your KleerCard Wallet?
- How to Default a GL Account Code for Recurring and Subscription Charges
- Mobile App Troubleshooting: Unable to Load Charges Error
- Can Admins edit user email addresses?
Cards
- Managing Recurring Charges: Automated Coding with Virtual Cards
- How Card Sharing Works in KleerCard
- How Do I Activate a Card?
- How to Request a Card
- I Lost My Card! What Are My Options?
- Why is My Card Not Working?
- How Do I Update Card Limits and Controls?
- When Will My Physical Card Arrive?
- Can I Use KleerCard Internationally?
Transactions
- Lost Receipt
- How to Resolve a Charge Sync Failure
- Exporting Charges as a CSV using the Universal Export
- Transactions are Showing an Incorrect Merchant Name
- How do I Split a Charge?
- Foreign Exchange (FX fees) Fees
- How to Manage Approvals of Credit Card Transactions
- Customize Required Fields Notifications on Transactions
- Using KleerCard for Facebook, Instagram, and Meta Social Media Ads
Settings and Policies
- Card Auto-Lock: How It Works
- Manage Your Users
- How can I Edit my Chart of Accounts?
- Transaction Reports and Approving Card Transactions
- How to Change your Organization Name
- How do I Check my Overall Credit Balance?
- How to Hide Expense Accounts
- How to Hide Accounting Segments
- How to Change Login Credentials
- How do I cancel my account?
- How to Update Your Organization (Company) Profile
- Changing Your Bank Account Used for Payments
- How do I change a team member's address?