🌐 Web📱 Mobile | 👤 Cardholder
You can request your own Yokoy Platinum Visa card, whether it‘s a physical, virtual or single-use card. You can request a card from either the web app or the mobile app.
🚧 Caution
Your admin must have enabled the feature for your company.
When you request a Yokoy Platinum Visa card, you can choose the type of card you need, the spend limit and other security features such as restrict the card to specific businesses (merchant categories).
For physical cards, you can choose whether you want to ship the card to your home address or to the company address. For virtual or single-use cards, the card is associated with the company address. When you select the address to be associated with the card, bear in mind that it must be in a country where Yokoy Platinum Visa cards are available (i.e. EU & UK, and Switzerland). Otherwise, you cannot proceed with the order.
Your request is sent automatically to your card admin who can check the details and modify the setup as required, before approving or rejecting your request. When your request is approved (or rejected), you‘ll receive an email confirmation (or push notification if you use the mobile app and have notifications enabled).
You can only have up to five open card requests at a time. If you try to request additional cards, a warning message appears that you reached the limit of open requests. You can cancel a card request provided it hasn‘t already been approved by the card admin.
Once your request has been approved, you can activate your card. Once activated, in the case of virtual cards, it will be instantly available. For physical cards, it will be shipped to your company address within ten business days.
Requesting a card in the web app
To request a new card:
Go to Submitter > Card transactions.
Click Request a card.
Select the card type. You can choose either a physical card, virtual card or a single-use virtual card.
Choose the card purpose. You must select at least one option to continue. You can add a comment, if required.
The card purpose is for the card admin’s information only. It helps them to decide whether to approve your card request or not.
Select the spend limits. The frequency can be daily, weekly or monthly. You can enter the limit amount as required. The currency is determined by your company‘s default currency. You can‘t change it. If you‘ve chosen a single-use card, you can set the limit and the date on which the card expires.
In the card logistics, you can select where the card should be sent. You can choose either your company's address or your home address. By default, your company‘s addresses appear in the address field.
If you select company address, in the Company name field, you can enter your company‘s name together with your own name in C/O to make sure you receive the card when shipped.
If you choose shipping to your home address, you can select your address in the Home address field. If it doesn't appear as an option in the dropdown selector, you can enter it manually. You must enter a full address, i.e. with the corresponding street number, street name, and postal code. If you enter an approximate address, you cannot proceed with the request until you enter a precise location.
You can choose to save your address to your profile by selecting the Save home address to user profile checkbox, so that Yokoy can automatically fill the address if you request another card.Finally, you can view a summary of your card request. You can change any of the information provided in the previous steps by clicking the pencil icon or clicking on any of the steps on the left side of the screen.
To confirm the data, click Submit request to forward your request to the card admin(s).
You can exit the card request process at any stage by tapping Cancel in the bottom left corner; however, any changes made are lost.
When you have submitted your request, you see a summary of the requested card (physical, virtual or single use virtual card). You can view the date on which you requested the card and the status of your request. You‘ll be notified by email (and push notification if you also use the mobile app) when your request is approved or rejected.
Requesting a card on the mobile app
To request a new card:
Tap Cards > Card list tab.
Whether you have a card or not, tap Request a card.
Select the card type. You can choose either a physical card, virtual card or a single-use virtual card.
Choose the card purpose. You must select at least one option to continue. You can add a comment, if required.
The card purpose is for the card admin’s information only. It helps them to decide whether to approve your card request or not.Select the spend limits. The frequency can be daily, weekly or monthly. You can enter the limit amount as required. The currency is determined by your company‘s default currency. You can‘t change it. If you‘ve chosen a single-use card, you can set the limit and the date on which the card expires.
In the card shipment, you can select where the card should be sent. You can choose either your home address or the company address. By default, your company‘s addresses appear in the address field. The address must be a full address with street number, street name, and postal code in a country where Yokoy Platinum Visa cards are available (i.e. EU & UK, and Switzerland). Otherwise, you cannot proceed with the order.
If you select company address, in the Company name field, you can enter your company‘s name together with your own name in C/O to make sure you receive the card when shipped.
If you choose shipping to your home address, you can select your address in the Home address field. If it doesn't appear as an option in the dropdown selector, you can enter it manually. You must enter a full address, i.e. with the corresponding street number, street name, and postal code. You can choose to save your address to your profile by selecting the Save home address to user profile checkbox, so that Yokoy can automatically fill the address if you request another card.
Finally, you can view a summary of your card request.
You can change any of the information provided in the previous steps by tapping the pencil icon.
To confirm the data, tap Submit request to forward your request to the card admin(s).
You can exit the card request process at any stage by tapping the X icon in the top right corner; however, any changes made are lost.
When you have submitted your request, you see a summary of the requested card (physical, virtual or single use virtual card). You can view the date on which you requested the card and the status of your request. You‘ll be notified by push notification (if enabled) and/or email when your request is approved or rejected.
Canceling a card request
When you have submitted your request, you see a summary of the requested card (physical, virtual or single use virtual card) in the Card list tab in mobile or in Card transactions in the web app.
The card request has the status Requested and is flagged with a clock icon in the mobile app. You can choose to cancel your card request, provided it hasn’t already been approved (i.e. has requested status only).
To do this, select Cancel request. To confirm, select Cancel request or Keep card request if you still want to request a card. A confirmation message appears when you cancel the request.