Auto-Close Card Controls

Setting an Auto-Close Date for Virtual Cards

Teampay allows Admins to set a future Auto-Close Date for any virtual card—ensuring that temporary cards automatically expire right on time.

Whether it’s a project-specific purchase or a card issued for a one-time event, Auto-Close helps you stay in control of short-term spend without needing to follow up manually.

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What Is an Auto-Close Date?

An Auto-Close Date is a future date you set when creating or managing a virtual card. Once that date arrives, the card will automatically deactivate—no manual steps required.

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Why Use Auto-Close?

• Reduces risk: Automatically shuts off cards no longer in use

• Simplifies cleanup: No manual deactivation needed at project or fiscal year-end

• Keeps cards tidy: Helps avoid clutter from old, unused virtual cards

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How to Set an Auto-Close Date

1. Open the Card Details Page

From the Committed tab (or another view), click into the card you want to configure.

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2. Click the "..." Menu

Located just below the card image, open the action menu.

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3. Select Edit Auto Close Date

This will launch the Auto-Close configuration screen.

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4. Choose a Date

Use the calendar picker to set the desired close date (e.g., May 31, 2025). You can also remove or update a previously set Auto-Close Date.

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5. Click Save Auto-Close Date

Your card is now scheduled to automatically deactivate on that date. 🎉

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✅ How Auto-Close Appears

Once a date is saved, it becomes visible in the card’s detail panel:

You’ll also see it in the Committed tab or anywhere cards are listed:

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📝 Notes & Tips

• Auto-Close can be changed or removed at any time before the set date

• Great for one-off vendor purchases, seasonal programs, or temporary access

• If you don’t see the option, check that you have Admin permissions

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💬 Need Help?

Have questions? Contact [e-mail] or speak with your account admin.