This article outlines how to set up and manage your expense or render cards using the Light platform. From creating a new card to adding it to your mobile wallet and managing transaction receipts, this guide explores the key functions that keep your card management process seamless.
Accessing the Card Section
Navigating to Cards:
Log in to the Light web app and click on **My Cards**. This action takes you directly to your card workspace.
First-Time Setup:
If this is your first time using a card, click **Create Expense Card** to initiate the process.
Card Creation
Enter Required Details:
Provide your phone number if it hasn’t been previously assigned to your account. Confirm the information by clicking Confirm.
Completion:
Once confirmed, your new card is ready for use.
Adding Your Card to a Mobile Wallet
Add to Wallet Feature:
After setup, click on your card and select **Add to Wallet**.
Mobile Integration:
Follow the instructions to add your card to either an iPhone or Android wallet. Typically, this involves scanning a QR code to add it to Apple Pay or the corresponding mobile wallet.
Viewing Card and Transaction Details
Card Overview:
When you access your card details, you'll see:
Your monthly spend limit and amounts spent so far.
The spend limit resets to zero each month.
Essential details such as the card information and the entity's text code.
This text code can be used on checkout pages when needed.
Transaction History:
Review all transactions on the dedicated transactions page.
Here, you have the option to add any missing receipts for individual transactions.
Managing Receipts for Transactions
Uploading Receipts:
You can attach receipts in multiple ways:
Direct Upload: Drag and drop the receipt into Slack or Teams.
Email Forwarding: Forward receipts to your company-specific receipts email (e.g., receipts.life.ink).
Receipt Processing:
Once uploaded or forwarded, the system processes the receipt and attaches it to the matching transaction. This ensures accurate record keeping.