Downloading your Jeeves Statements

This guide will walk you through the simple steps to download your old credit card statements and your Jeeves Cash statements.Downloading your Jeeves Cash statementTo review and download your Jeeves Cash statements, log in to your accoun...

Create and Manage Your Virtual and Physical Cards

This guide walks you through the steps for creating virtual and physical cards. Whether you’re an employee requesting a card or an administrator assigning one, you’ll learn how to set up a card and define its advanced spend control.Creat...

Replace a Physical Card

Replacing a physical card is a simple process that can be done through the card details panel.Just follow the steps below: Replacing your physical card Log in to your account and head to the Cards section Click on the card ⇾ More Action...

View & Edit your Jeeves Card PIN

If you've forgotten your Jeeves card PIN or want to update it, you can easily do so by accessing your account through the web platform. Please note, this feature is not available in the app at this timeFollow the steps below to view or c...

Transitioning from User Spend Limits to Card-Based Limits

As part of your new Jeeves experience, we are transitioning from user spend limits to card-based spend limits. This article will guide you through what this change means and how to correctly configure your Jeeves account. What Are User S...

View, Organize and Filter your Company Cards

The Cards tab on our platform provides a single, centralized view to manage all the cards created within your company. With this tab, you can easily filter, manage, and perform various actions on both virtual and physical cards assigned ...

Expense Policies Overview

We understand how challenging it can be to manage expenses across global teams while ensuring compliance with T&E policies and local regulations. In response to this, we're introducing Expense Policies, a feature designed to address this...

Setting up your Jeeves Expense Policies

Customising your expense policies for Jeeves Card and Jeeves Pay is a simple process. 1. To get started, log in to your account, navigate to Settings and select Policies & ApprovalsAlternatively, you can head to the main page of your das...

Uploading and downloading your receipt

This guide will assist you in both uploading and downloading transaction receipts on our platform.Uploading Your ReceiptsTo upload a receipt:Log in to your account and go to the Transaction tabUse the filters on the left to locate the sp...

Adding your Jeeves cards to your digital wallets (US & Canada)

Please note, that this feature is currently only available for the US and Canada Big news for our customers in the US and Canada! We're thrilled to announce that Jeeves cards are now fully compatible with Apple Wallet for iPhone users an...