Skip to main content

How to configure custom spend settings

You can customize how each Loop Card is used by blocking specific merchant categories or currencies directly from your Dashboard. These settings help you control where and how cards are used — giving you greater flexibility, security, and budget control.

Updated over 2 months ago

Overview

Loop’s custom spend settings let you tailor each card’s permissions to match your company’s policies.

For example, you can block certain merchant categories (like travel or entertainment) or restrict spending in specific currencies.

Once configured, these settings apply instantly to the selected card and can be updated anytime.


How to adjust card spend settings

  1. Go to the View Cards page

    • Log in to your Loop Dashboard.

    • Select View Cards from the main menu.

    • Click the card you want to configure.

  2. Open Spend Settings

    • Under the Spending Limits section, click Spend Settings.

  3. Block specific merchant categories

    • Uncheck any Merchant Categories you do not want this card to authorize.

    • For example, you might disable “Travel” or “Subscriptions” for certain employee cards.

  4. Restrict currency usage

    • Deselect the currencies you don’t want to authorize for spending on this card.

    • This is useful if a card should only be used for CAD or USD transactions.

  5. Save your changes

    • Click Update to apply your new settings.

    • The changes will take effect immediately.

  6. Review card spend overview

    • You can view the configured spending limits, amount used, and next reset date under Spending Limits.


Notes

  • Only Admins, Bookkeepers and Owners can edit card spend settings.

  • Changes take effect instantly and apply only to the selected card.

  • You can re-enable blocked categories or currencies anytime by returning to Spend Settings.

  • Spend settings work alongside overall card limits for even finer control.


FAQs

Can I apply the same settings to multiple cards?

Currently, settings are applied per card. You’ll need to repeat the process for each card you’d like to configure.

Can I edit spend settings for a card I don’t own?

Only account Admins, Owners and Bookkeepers can modify card configurations.

Do changes apply right away?

Yes — once you click Update, the new settings are active immediately.

Did this answer your question?