Cards on mobile

The Cards tab is where you land after signing in and after switching organizations. The header shows a time-of-day greeting and your name, with your notification bell and account menu on the right. A horizontal carousel of your active and frozen cards sits below the header. Swipe left or right to move between cards.

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Viewing your card

Each card in the carousel shows the card name, last four digits, and embossed name. Below the selected card, the Available balance reflects how much remaining spend is available based on the card’s spend limit for the current period. The three action tiles sit directly under the card and above the limits bar:

• Card details — opens the card details sheet (see below).
• Freeze card / Unfreeze card — instantly blocks new charges or restores the card. A frozen card still appears in the carousel with a visual indicator.
• Archive card — permanently cancels the card after a confirmation step (see Archive a card). The tile is styled red to signal a destructive action.

To request a new card, swipe to the end of the carousel and tap the + placeholder (see Request a card). The Activity list below the limits bar shows recent transactions on the selected card. Tap See all to open the full activity feed filtered to that card.

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Reveal card details

Tap the card in the carousel, or tap the Card details action tile, to open the card details sheet. Before the sheet renders, the app runs a device biometric check with the prompt “Dash.fi needs to verify it’s you”. Confirm with Face ID or Touch ID, or tap Use passcode to fall back to your device passcode. Cancelling the prompt closes the sheet without loading anything. Once you’re confirmed, the sheet loads:

• Card number, Expires, and Security code — the values you type into a checkout form. They auto-clear when the sheet closes or after 60 seconds, whichever comes first.
• Cardholder — the embossed name on the card.
• Billing address — the address to enter at checkout. This is the cardholder’s own address, and falls back to the company address when the cardholder has none on file.

Tap the card number, expiry, security code, or any part of the billing address to copy it to the clipboard. Tap the X in the top-right of the sheet to close early.

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Screenshot and screen-recording prevention

While the card details sheet is showing sensitive details, Dash.fi blocks screenshots and screen recordings on both iOS and Android. On iOS, the app also blurs itself in the app switcher so card numbers don’t leak into the multitasking preview. Session replays used for support and diagnostics mask all text and images. If you try to capture the screen while sensitive details are visible, your device will produce a blank or blocked image.

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Freeze and unfreeze a card

From the Cards tab, swipe to the card you want and tap Freeze card to immediately block new charges, or Unfreeze card to restore it. Freezing is instant and reversible.

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Archive a card

Archiving permanently cancels a card. Use it when a card is no longer needed at all. If you only want to pause spending temporarily, freeze the card instead.

1. From the Cards tab, swipe to the card you want to archive.
2. Tap Archive card.
3. A confirmation dialog shows the card’s last four digits and warns that any future transactions will be declined. Tap Archive to confirm, or Cancel to keep the card.

Once archived, the card disappears from the carousel and a Card archived confirmation appears. Past transactions stay on the archived card. To view archived cards, use the web dashboard’s Status filter on the Cards page. See Manage cards for details.

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Request a card

Swipe to the end of the card carousel and tap the + placeholder.

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Pick a card type

The first step is a What’s this card for? picker that lists card templates. Each template pre-fills spend controls on the resulting card, so you don’t have to configure categories yourself. Templates are grouped into Most popular and Other types, and each option shows an icon, a title, and a short description of what it’s for. Common templates:

• General Expenses — multi-category spending, excluding advertising and shipping.
• Advertising — online ad platforms like Facebook, Google, Amazon, and Microsoft Ads.
• Shipping — shipping and delivery services like UPS and FedEx.
• Software / SaaS — software subscriptions and SaaS platforms.
• Plastiq / Melio — payments through Plastiq or Melio.
• Apple Wallet / Google Wallet — multi-category spending used through a mobile wallet.
• Travel & Entertainment — airlines, lodging, meals, gas, and car rentals.
• Meals & Expenses — restaurants and groceries.
• Gas & Auto — fuel, automotive services, and parking.
• Office Maintenance & Supplies — office supplies, maintenance, and utilities.
• Professional Services — contractors, consulting, legal, and agency services.
• PayPal — payments through PayPal.

Pick the closest match. If you choose General Expenses, the app asks whether the card will actually be used for advertising or shipping and offers those templates as alternatives, since they get dedicated card profiles. If none of the templates fit, tap Skip and set up manually to jump straight to the request form. A card requested this way has no category restrictions applied by the template.

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Fill in the request

After picking a template (or skipping), the request form opens with a summary of the selected type at the top. Tap Change on the summary to go back to the picker and pick a different template, or Choose if you skipped and want to add one now. Fill in the card name, choose recurring or single-use, and set the limit and renewal frequency. What you’ve already typed is kept if you go back to change the template. Depending on your company’s policy, the request is either auto-approved and the card is issued immediately, or it’s sent to an approver. You’ll receive a notification when the decision is made, and the request appears under Inbox → Your requests.