Prerequisites
Before using CorPay Cards in ProcureDesk, make sure:
Your organization is subscribed to ProcureDesk Virtual Cards
Your account has been set up for CorPay Cards
If your organization is not subscribed but is interested in using ProcureDesk Virtual Cards, please reach out to your ProcureDesk Account Manager to enable this feature.
Overview
CorPay Cards in ProcureDesk allow you to pay vendors using Virtual Cards or Physical Cards that are generated and controlled directly from ProcureDesk.
Cards can be:
Automatically generated after a requisition/order is approved, or
Manually created directly from the Cards section
This gives finance teams strong control over spending while keeping the requester experience simple.
How Requesters Use CorPay Cards
For requesters, the process remains mostly the same.
When creating a requisition/order:
Requesters continue to submit purchase requests as usual
Under Payment Method, they will see a new option: ProcureDesk Virtual Card
When this option is selected:
The system automatically generates a virtual card after the requisition/order is approved
No additional action is required from the requester
What Happens After Requisition Approval
Once a requisition with ProcureDesk Virtual Card is approved:
A virtual card is generated automatically
The card appears under Pay → Cards
Card details are emailed to the designated recipient
Finance teams can track issued cards without manual intervention.
Viewing Issued Cards and Transactions
Navigate to Pay → Cards to:
View all issued virtual and physical cards
Click into a card to see its details
View transactions made on each card
Each card shows:
Card limits
Expiration date
Transaction history (if the card has been used)
Transaction Limits and Expiration Rules
When a card is requested or created, two important controls are applied:
Number of Transactions
By default, cards are set for one-time use
If multiple transactions are needed, the allowed number can be specified
Once the transaction limit is reached, the card is automatically blocked
Expiration Date
You can define when the card should expire
The card will be blocked automatically after the expiration date
⏱️ The card becomes inactive when either the transaction limit or expiration date is reached — whichever comes first.
Creating Cards Without a Requisition
In addition to requisition-based issuance, cards can also be created manually.
From Pay → Cards:
Click Create Card
Choose Virtual Card or Physical Card
Enter card details such as:
Cardholder
Supplier (optional)
Spending limit
Number of transactions
Expiration date
Purpose
Submit the request
The card details are sent via email once created.
Virtual vs Physical Cards
Virtual Cards are ideal for online or vendor payments
Physical Cards can be enabled if needed and used for in-person or recurring expenses
Contact ProcureDesk Support if you’d like Physical Cards enabled for your account.
Key Benefits of Using CorPay Cards in ProcureDesk
Automated card issuance after approval
Strong control over spending and usage
Reduced fraud risk with auto-expiry and transaction limits
Full visibility into cards and transactions
Getting Started
To get familiar with CorPay Cards:
Try creating a requisition using ProcureDesk Virtual Card as the payment method
Approve the requisition and view the issued card under Pay → Cards
Use the card and review the transaction details in ProcureDesk
Need Help?
If you have questions or need assistance:
Contact your ProcureDesk administrator, or
Reach out to ProcureDesk Support