# Corporate card request workflow template

> Ask for a corporate card, agree on the limit and acknowledge the usage policy.

Category: Finance. 4 steps, 14 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us what the card will be used for.

Fields:

- Card type (choice, required)
- Monthly limit needed (amount, required)
- Needed by (date)
- What will it pay for? (multiple choice, required)
- Justification (long text, required)

### 2. Manager approval

Owner: A person or team you choose.

Confirm the need and the limit.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Approved monthly limit (amount, required)
- Cost center (text, required)
- Notes (long text)

### 3. Issue the card

Owner: A person or team you choose.

Finance orders the card and records its details.

Due in 7 days (business time).

Fields:

- Last 4 digits (text, required)
- Issued on (date, required)
- Statement closing day (number)
- Notes (long text)

### 4. Receipt and policy

Owner: The requester.

The cardholder confirms receipt and accepts the rules.

Fields:

- Card (checkbox, required)
- Usage policy (checkbox, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/corporate-card-request