Manage cards

All card management actions are available from the card detail sheet. Click any card in the list to open it.

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View card details

The detail sheet shows:

• Limit — the card’s spend limit
• Current — amount spent in the current period
• Available — remaining balance
• A utilisation bar (turns yellow above 75%, red above 90%)
• Card name, type (recurring or single-use), and cardholder
• Spending controls (limit type, category restrictions, and allowed countries)

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Reveal sensitive card data

Click Details in the card detail sheet to reveal the full card number, expiry date, CVV, and billing address. Sensitive data is visible to the cardholder and to users with admin-level card permissions. Revealed data auto-hides after 40 seconds. You can also click Hide to clear it manually. Each field has a copy button for use when entering card details into a payment form.

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Edit card settings

Click the gear icon in the card detail sheet to edit the card. You can update:

• Card name
• Spend limit and limit frequency
• Spend category controls
• Allowed countries

What can’t be changed after creation:

• Card type (recurring vs single-use) — permanent
• Cardholder — permanent (only set at creation)

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Set allowed countries

By default, every card works in the United States and Ireland. You can add up to 5 countries per card — useful for team members who travel or charge international merchants regularly.

1. Open the card detail sheet
2. Click the gear icon to edit the card
3. Under Allowed Countries, add or remove countries from the list
4. Save the card

The change takes effect immediately for the next transaction.

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Freeze and unfreeze

Freezing stops all new charges without permanently closing the card.

1. Open the card detail sheet
2. Click the snowflake icon (Freeze)
3. To unfreeze, click the sun icon (Unfreeze)

A frozen card can be unfrozen at any time.

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Archive a card

Archiving permanently closes a card. This cannot be undone — archived cards cannot be reactivated or modified.

1. Open the card detail sheet
2. Click More (the overflow menu)
3. Select Archive and confirm

Archived cards are hidden from the default card list view. To see them, use the Status filter and include Archived.

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Duplicate a card

Duplicating creates a new card with the same settings as an existing one.

1. Open the card detail sheet
2. Click More → Duplicate
3. The new card creation panel opens pre-filled with the same name (appended with ” (Copy)”), type, limits, and categories
4. Adjust any settings and create

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Share card details

You can generate a secure link to share card details with someone who needs them (for example, a team member setting up an ad account).

1. Open the card detail sheet on an active card
2. Click Share
3. Enter the recipient’s email and confirm

The recipient receives a link. The link expires 3 days after it’s first accessed. For inactive or archived cards, you can copy basic card info (name, last four, cardholder, status) to your clipboard instead.

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Filter the card list

The default card list shows active and frozen cards. Use the filters to narrow the list:

• Status — active, frozen, or archived
• Cardholder — filter to a specific person’s cards
• Search — search by card name

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Rewards Card (physical)

Dash.fi offers a physical Rewards Card, separate from standard virtual cards. It’s managed from the Rewards section.

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Request a Rewards Card

1. Go to Rewards in the left-hand navigation
2. Click the Cards tab
3. Click Request a Card
4. Fill in the nickname, set a spend limit, and provide a shipping address
5. Click Request Card to submit

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Set a PIN

When your Rewards Card arrives:

1. Go to Rewards → Cards and open your card
2. Click Set PIN (shown when PIN status is “Not Set”)
3. Enter and confirm a 4-digit PIN
4. Check I have received my card
5. Confirm

Physical cards require PIN setup before they can be used at point-of-sale terminals. You can also track shipment from the card detail view once your card has shipped.