---
title: P-Cards FAQ [CapitalOS] | Roll Credits Help Center
description: Guides
---

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# P-Cards FAQ \[CapitalOS\] | Roll Credits Help Center

### P-Cards FAQ \[CapitalOS\]

If you have a white credit card with RollCredits, that is a CapitalOS x RollCredits credit card. Here are the instructions on how to setup!

 Written by Chase Gladish 

May 27, 2026

### Managing P-Cards \[CapitalOS x RollCredits\]

### **How to Activate Card**

- To activate your P-card by texting the last 4 digits of the card to +1 (254) 321-2308.

To activate your P-card by texting the last 4 digits of the card to +1 (254) 321-2308.

### **How to Freeze Card**

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5H.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563593/d8157bbeb5702b83af4466f7af19/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5HmyOR6Tk-2fT?expires=1783358100&signature=c7705f2b9f4b399c81bd4f17c8bcf4fbd91f57fc3854f5f6d598e6ab645d1852&req=dSIlEMx4noRWWvMW1HO4zQHCKdVkDJfu4kRmruGVUBHLBxtXvVhBfHmqcggS%0A2fbbfB5SraJnWcUiS9M%3D%0A)

- Click “Manage Cards”

Click “Manage Cards”

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlW.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563595/f78153d924248d758670dc3818c1/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlWPPcMlvl2cY7?expires=1783358100&signature=db6a240d67533c3e1d30e07de1119cd42872c7d58a33764e41ebdbb6ecd07bff&req=dSIlEMx4noRWXPMW1HO4zaGtIIpT%2FvAo6OGe%2B6C1%2FYrDp9YG3C9Qu06pA34L%0A5wNxLYNGjcqEO8m2XxI%3D%0A)

- Click the “Freeze” button that corresponds with the card(s) you need to freeze.

Click the “Freeze” button that corresponds with the card(s) you need to freeze.

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfdlKHywjlHDdwT1R1YqNvT4Y_7UrriipBKr3ASiQmqBMicYqtRgpEzXH9I3rc6TjGrbEl89dE0aSR9YNN2_sohAyMQyNViD7ULqmXxJ-4jb4bIe5gC1fzeSa-NnxbGwvKJgrHdGtVY0QCa_.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563606/d501f60a19cae31464555e6fd3a4/AD_4nXfdlKHywjlHDdwT1R1YqNvT4Y_7UrriipBKr3ASiQmqBMicYqtRgpEzXH9I3rc6TjGrbEl89dE0aSR9YNN2_sohAyMQyNViD7ULqmXxJ-4jb4bIe5gC1fzeSa-NnxbGwvKJgrHdGtVY0QCa_9XCcvEO0fI?expires=1783358100&signature=5f20ffd400649a6efd5f2bb58b400eadf9338d34f0e0de22474294e004b8e756&req=dSIlEMx4nodfX%2FMW1HO4zTNpoKvMt2r%2FrOrh6zymN9zVPhKBYfJoePL%2BVinT%0ANZAfLL%2FlWTAClzS2Oow%3D%0A)

### How to Edit Card Settings

After creating a credit card, you’re able to update the following settings for a card:

1. Card nickname
2. Category limit
3. Budget limit

Card nickname

Category limit

Budget limit

Here are the steps to get there!

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5H-1.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563596/316ca4fe55e9af7213e859056825/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5HmyOR6Tk-2fT?expires=1783358100&signature=96b8dc3fe2ea1f6c17d3c81c4dcd4bb81ab9c05b53d9f702cecaaac3d626a1a0&req=dSIlEMx4noRWX%2FMW1HO4zYM0FeAg62hliWEinLI328CliILGffencroKe97%2B%0AsK8C%2F3Gxedq1QSr2adg%3D%0A)

- Click “Manage Cards”

Click “Manage Cards”

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlW-1.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563594/8dee5c6d9ab9f83d7eb28b50fe19/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlWPPcMlvl2cY7?expires=1783358100&signature=74e14d29a5a9be54009209947d82536cef05aaa5a96ad9dc811a86d6b6cbf0ea&req=dSIlEMx4noRWXfMW1HO4zWmTNCdkvpybnVt6WIq3Rp9nz6lfv%2BNRn9VK%2BdyC%0Aj1oJytcHWbit8nMkvgw%3D%0A)

- Click “More” and you will get a dropdown menu.

Click “More” and you will get a dropdown menu. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXd-G2bwqQAip5sFZGlTzV_zf5gLSYAfZdaYyRtlt3JneNF4W3XxOWWcO4cdGCd53SiGNSBLJX7-ubv7miZDKyMZ8FFehcCwYE0bhzJ41CaTOS0TWwkueim1rfGECpvyjL1CGcQiNy80Lgkx8.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563607/9a2e33cd529d71e5e6047554a22c/AD_4nXd-G2bwqQAip5sFZGlTzV_zf5gLSYAfZdaYyRtlt3JneNF4W3XxOWWcO4cdGCd53SiGNSBLJX7-ubv7miZDKyMZ8FFehcCwYE0bhzJ41CaTOS0TWwkueim1rfGECpvyjL1CGcQiNy80Lgkx8aOVe0TIdeaH?expires=1783358100&signature=d64ebcffc95dc0eddca8114546d454a46259b38e845f6c248baae75cbcb3b22d&req=dSIlEMx4nodfXvMW1HO4zdR5dGNC%2F02dwaSUBTabuuEhoiqVeJWrqk%2F2yxK4%0AkUGABkyIdLOahkQ7vEQ%3D%0A)

- Select “Edit Settings” and it will bring you to a new window.

Select “Edit Settings” and it will bring you to a new window. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXewDol9ywgty1Jnvq9GhaKmJXGhUZSmw7-8oDAQmrNZu8VJmX8AjrjtRWFJZ3pyOMt6A-CgU1eIDUVB4_URNcyOZ9LSR2ydD6iSQqOaUPISDibq5lqwzqOINp1cxdjnCKVgVKvZWzpX70ou6.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563597/bf159d969caa655575e02ef6ab70/AD_4nXewDol9ywgty1Jnvq9GhaKmJXGhUZSmw7-8oDAQmrNZu8VJmX8AjrjtRWFJZ3pyOMt6A-CgU1eIDUVB4_URNcyOZ9LSR2ydD6iSQqOaUPISDibq5lqwzqOINp1cxdjnCKVgVKvZWzpX70ou6SUEp1DrFj9x?expires=1783358100&signature=fdac24b137cc16bdc313f45df0bb5666ae695d4483669abd9b10a0bfce4c038a&req=dSIlEMx4noRWXvMW1HO4zcrGU9%2BDRlgXtmvYnnBjaTZ4peFof6NdrESVup23%0AidNmTY9MdmR2ghDS600%3D%0A)

### How to Terminate Card

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5H-2.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563599/08482e7eac72d2a78f780ae270a8/AD_4nXdgfCXWvZGTGfVPR2tINgyO6Fz-kLpyv5ASTSLcugFV8C6Q9MROP8yxOYNJJE-8aADf1rF88co5QRZBauWkvWfhO4ZB_0fiW5EmdbAPwk0TEKwfON00eY3HYJfmOBBQjsw-1d8X0E53pfU5HmyOR6Tk-2fT?expires=1783358100&signature=a59da2a1b4b0d2c6856b433e43de14360dfa4c83c8b298bce10464ab7143c2b4&req=dSIlEMx4noRWUPMW1HO4zWE8nyvTQnBBvHonhRiZ2vlyhcaCZTwENIb1VGxr%0Ae5lrBXhEHFqyrVVpLt4%3D%0A)

- Click “Manage Cards”

Click “Manage Cards”

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlW-2.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563598/5142abb159182004b5db85aa4694/AD_4nXfFO_tWifjJ8nfj5D3C7KCoW2JZh2XLuOvFAdhSDi_wltMty6Use5BfTqPMGt5j62U1vwGKLUprcvmg1IwlLGHm6_bkPm9xLSz9QFlBwe2kZBvaDT52NZULGWuQPYBgoT8p5OnrKdibQpAlWPPcMlvl2cY7?expires=1783358100&signature=7afc92cac21f971b06efce66aeeb3d85ea5ef3ce503d9e78c600fd6afe60b8f0&req=dSIlEMx4noRWUfMW1HO4zWsg6Ek60M2rlmzw%2BnPt%2BhYNQuzEcLxoOF0%2FsO4W%0AP5aWtps75kPa2ZwHZ3o%3D%0A)

- Find the credit card you want to terminate and click “More” to get the dropdown menu.
- Select “Terminate” to terminate a credit card.

Find the credit card you want to terminate and click “More” to get the dropdown menu.

Select “Terminate” to terminate a credit card. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfSuJfHHO8wedwuGYk9euntCGychLJ_qrfAk4YoOzrU7tvijrXi0PcMvJll1zNJwk1poJO_cyKWz8bPMaVCO2fruSf9ejNLmjEDz7SPQOeSsJiwCHSkAH7hnqxTBvnKCSXImdARjWoQ1JN1V.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563602/0e509ccc8eb87c2bd6cb022488f0/AD_4nXfSuJfHHO8wedwuGYk9euntCGychLJ_qrfAk4YoOzrU7tvijrXi0PcMvJll1zNJwk1poJO_cyKWz8bPMaVCO2fruSf9ejNLmjEDz7SPQOeSsJiwCHSkAH7hnqxTBvnKCSXImdARjWoQ1JN1V4v8tNzi_Ity?expires=1783358100&signature=88ee1b0b97bae81882b63d2d5dc7d26fa33ac2c0408eac6cab8da43d0c927f28&req=dSIlEMx4nodfW%2FMW1HO4zVUiCrc1PxOuYylInYQMB0mfrcS%2BYgqcCtFs3pW%2F%0A5DPkPyZEd7fPkF2Oe%2Fg%3D%0A)

### How to Replace Card

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)
- Click “Manage Cards”
- Find the credit card you want to replace and click “More” to get the dropdown menu.
- Select “Replace” to replace the credit card.

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Click “Manage Cards”

Find the credit card you want to replace and click “More” to get the dropdown menu.

Select “Replace” to replace the credit card. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXc6siwW_6pYA1bfKFAZy8IOZhmKEdXJ4IUqpiEMoc92AfuYPbELb4WHDy0hyWdrYAJ6B6jyi35K2IFrypP4IKEbZFOXmwOtBDePJvCo_oT5wiA-OFw9zcKxNW9ij2jMdpYShPWkxAdQOg5lW.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563604/d57fc270d237658ccb575df7e13e/AD_4nXc6siwW_6pYA1bfKFAZy8IOZhmKEdXJ4IUqpiEMoc92AfuYPbELb4WHDy0hyWdrYAJ6B6jyi35K2IFrypP4IKEbZFOXmwOtBDePJvCo_oT5wiA-OFw9zcKxNW9ij2jMdpYShPWkxAdQOg5lWgvuuXRFI5du?expires=1783358100&signature=235125150129a8be3deb812d98a9332de6cf3d16e1abca25c41679f3446fc3ef&req=dSIlEMx4nodfXfMW1HO4zRi4ER2x0HYLae0RhntG438GWBQuVx9Y6e2St5Pq%0AwQ4Prxk6EbC4IrOND6U%3D%0A)

### How to Create New Card

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)
- Click “Create My Card”

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Click “Create My Card”

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcZFkSDHys3CGUY8urGM7d77sCTgDLmjDKMDA-szV5x3JyOQ3QxR551Let-EpFey9-pegg8KMf5nmnyxeHQ85-Fee8iV4btmVCOpFwbskh2OBTEOG4x6G9fSHBYyanHdSDz9W5uxxtTZ_v9t.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563601/3c7055b1f4c187781e1486c90eb1/AD_4nXcZFkSDHys3CGUY8urGM7d77sCTgDLmjDKMDA-szV5x3JyOQ3QxR551Let-EpFey9-pegg8KMf5nmnyxeHQ85-Fee8iV4btmVCOpFwbskh2OBTEOG4x6G9fSHBYyanHdSDz9W5uxxtTZ_v9tRrcvDmXj3bO?expires=1783358100&signature=67793f6245068e495964e2fc0bd269433dcc926fb626fa41d4f5ddc264c1ab8d&req=dSIlEMx4nodfWPMW1HO4zVe1y%2Fh3%2FWBkIILMc9WrzkJfSy%2FBpZFbXV72Fkuf%0AIZDYooFiG1%2BhAorNAfk%3D%0A)

- Fill out the following information to create your card.

Fill out the following information to create your card. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcp4LIj63qP8551N6bI0UKWait8LONExME07XxP5HBiG5EhGUHyWt-_4cnqv63BX0-TuerZs43wyQj624Bxp9UiLgI1WI69KX5D1IULW5Tl82-WtlS-7uC_Rdi1x_qyzntBjPaJP9dLSi7Uw.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563600/68d89ef378e1fa42a3832946c649/AD_4nXcp4LIj63qP8551N6bI0UKWait8LONExME07XxP5HBiG5EhGUHyWt-_4cnqv63BX0-TuerZs43wyQj624Bxp9UiLgI1WI69KX5D1IULW5Tl82-WtlS-7uC_Rdi1x_qyzntBjPaJP9dLSi7UwtcwCqmubF4T?expires=1783358100&signature=3836f08119d240b7caaebd213e7f9480705891316fe5028ccd47a9d0f6be3322&req=dSIlEMx4nodfWfMW1HO4zXrOV%2FTc6UccyusizpmqZq9vNkS6B7%2FIB6X1qhK8%0AHunBhxA9MP7e0vO5ykg%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcnw0XogrSWaEoBlSHbhKFG9_3y47BMGsNMURDtFFhqD5PdNpmohtEX3qnLMRhgBAXSKb9wtlZPFcJwVFvQwSLQGTP_YLMSRRyb28F9bhAOk8Y0uJOttWw5x31zBTE2-BNB9MjkdMP1NwmHB.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563610/53f8962726860137be0658bd9acd/AD_4nXcnw0XogrSWaEoBlSHbhKFG9_3y47BMGsNMURDtFFhqD5PdNpmohtEX3qnLMRhgBAXSKb9wtlZPFcJwVFvQwSLQGTP_YLMSRRyb28F9bhAOk8Y0uJOttWw5x31zBTE2-BNB9MjkdMP1NwmHBRwFYfxTG3D8?expires=1783358100&signature=8ea36b2a9ffcd67c9b180440e4389efc099250dac1482900efdb7f8ab5dd8db7&req=dSIlEMx4nodeWfMW1HO4ze00de%2BM2Ob2AHnPvIfjAEhmrIb%2FLIXTD97hM8I6%0Afz%2F844ExOM96aIPEe7M%3D%0A)

### How to Dispute Charge \[Fraud\]

- Go to the Transactions menu and P-Card Tab
- Go to the specific transaction and click on the eye icon to the right end of the row
- On the bottom left-hand corner, click “Dispute.”

Go to the Transactions menu and P-Card Tab

Go to the specific transaction and click on the eye icon to the right end of the row

On the bottom left-hand corner, click “Dispute.”

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXf5kM2II71oPAYYrk1weFjobvU_LziZ0UxZlt_eu_myW8CAgDsRWWAkJviK0sBCPsD7iOJ220VY0YdPg6mVB2XZUAo3keiccOFvfqOluEm0P1zfPUDjOhMz42S3gmI7l3U5kC105mL5eGIqg.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563603/272667549b784dcf17f3b63476f2/AD_4nXf5kM2II71oPAYYrk1weFjobvU_LziZ0UxZlt_eu_myW8CAgDsRWWAkJviK0sBCPsD7iOJ220VY0YdPg6mVB2XZUAo3keiccOFvfqOluEm0P1zfPUDjOhMz42S3gmI7l3U5kC105mL5eGIqgGA0z7hg4VE?expires=1783358100&signature=de633aef497b0abf5c403f8358916cc49aaa35d87cff544983d861b065d69375&req=dSIlEMx4nodfWvMW1HO4zU%2BHnxy8JqkptGI0O%2FqmjJD9r9yaSuyqwpAc7h%2B%2F%0A9zvGbrQu1e3fFHMXulw%3D%0A)

- A new window will pop up and you can start filling out the questionnaire. Complete this to the best of your ability to submit for our credit partners to review. Typically it will take up to 30 days for them to investigate a disputed transaction.

A new window will pop up and you can start filling out the questionnaire. Complete this to the best of your ability to submit for our credit partners to review. Typically it will take up to 30 days for them to investigate a disputed transaction. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcPj2IhTjIN3fc4dAu7mrKLhhiDQJThKzH5Knz9aPsTdHVq9YfSlDfOzfZIB59N2gwTaynsKt6jr8HxPdCVKeM0fAYe-a22lGQ30zh9JmKVpq5ussc4gMCVIXoDBgSFbjjCE3vwehsWUZyyO.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563609/3c6a997a2ffab8f94023e17e7def/AD_4nXcPj2IhTjIN3fc4dAu7mrKLhhiDQJThKzH5Knz9aPsTdHVq9YfSlDfOzfZIB59N2gwTaynsKt6jr8HxPdCVKeM0fAYe-a22lGQ30zh9JmKVpq5ussc4gMCVIXoDBgSFbjjCE3vwehsWUZyyO_sjzsXv3L8H?expires=1783358100&signature=c1c1ca85000bdcd8ca62f67d79808dd6a650516f85767be1efc31c11cccc1841&req=dSIlEMx4nodfUPMW1HO4zUAvnUF3Bul90MhsHRT5sCDjqiOZ7ba7DoBSuNj9%0Asgc8%2FYz4H8eyimQbs9s%3D%0A)

### How to Search & Filter Card Transactions

- Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

Go to the Cards tab: [https://app.rollcredits.io/cards](https://app.rollcredits.io/cards)

- Click “Add Filters” in order to search and filter based on the name, date, amount, and card number.

Click “Add Filters” in order to search and filter based on the name, date, amount, and card number. 

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXeIOPOsvpGt2HjXMpqnCZ9wiANeBKBLvBBateFmMMpKVMrZ8eQfj01m5tHceBbRcO9ChiC_fIWj3i8UjWsCNaiBltLsilggvdVoEAb6jxNwxHDzIKTsY9EwHtUDSzdvBy8XW2IEbC2nE39Zd.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563611/a2c7544a07800931f7301d16baf2/AD_4nXeIOPOsvpGt2HjXMpqnCZ9wiANeBKBLvBBateFmMMpKVMrZ8eQfj01m5tHceBbRcO9ChiC_fIWj3i8UjWsCNaiBltLsilggvdVoEAb6jxNwxHDzIKTsY9EwHtUDSzdvBy8XW2IEbC2nE39ZdiZoMHOKupZv?expires=1783358100&signature=7e45794b7851ea27773337706ae6c6ac097192a9814a6d06dcbe981cbbc3401b&req=dSIlEMx4nodeWPMW1HO4zX1%2FiWU4sPdVjOQTua%2BXvVYaNQdTRPBa9EGFMvws%0AiYXUMNwEvcnTqWW%2FwmA%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXdgbEO_R1J0du4pycNl239veNqhHqaM-MfBaRgoaJiLtsInZ0Ye_dIf_Cl2x2TzwJLGa0svsIzVNiPAQdOvxSohLKfe-dZNaypjqfNJKr1zXNkvqRkHSrRBgVo7YEBZu0lPIYDf0-BhKdZLS.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563608/0b8b87f62c5b5c657e387ff402be/AD_4nXdgbEO_R1J0du4pycNl239veNqhHqaM-MfBaRgoaJiLtsInZ0Ye_dIf_Cl2x2TzwJLGa0svsIzVNiPAQdOvxSohLKfe-dZNaypjqfNJKr1zXNkvqRkHSrRBgVo7YEBZu0lPIYDf0-BhKdZLSwNdM1Ra3Ht_?expires=1783358100&signature=5861bea6c9ad1030b949a383fa103d66139cfca6da121537cc895ac99d8e729d&req=dSIlEMx4nodfUfMW1HO4zS4BJqCvHw2iWhAfTobCx37F2PwR7F07gl3ts%2BwK%0AjgWAO1ZWFEbaVkGEfHw%3D%0A)

- Once you filter the category that best suits your needs, you can click “Apply” and all corresponding transactions will appear together.

Once you filter the category that best suits your needs, you can click “Apply” and all corresponding transactions will appear together.

[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfgSLk0lgC2x_qKEW_ZmqNRzQGKk8B_gSWqvEFwARK14DnfSECfCe94kCSO3ozMw9CKdGboigdNxw0RreOw-bVnieC5guqpHRmIE_tCGfGWdDezRbHAj_lyEzR-o9zSkjMeDosl8GCLUfilI.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226563605/35919f5bbe8e04a6a39d1e772df6/AD_4nXfgSLk0lgC2x_qKEW_ZmqNRzQGKk8B_gSWqvEFwARK14DnfSECfCe94kCSO3ozMw9CKdGboigdNxw0RreOw-bVnieC5guqpHRmIE_tCGfGWdDezRbHAj_lyEzR-o9zSkjMeDosl8GCLUfilIlpLnvOJVCNE?expires=1783358100&signature=7fbeb51e4799e0296a9db359ee7d586dee5d8ae7eb0cbf63223f91ae22f825d5&req=dSIlEMx4nodfXPMW1HO4zcLj5PpQouOS8ZM56%2BhCXP4YtAOsLyX5KBE7r01c%0A8u2%2FICGggC%2Ft%2BL4lhxU%3D%0A)

### 💳 **P-Card FAQ & Troubleshooting Guide**

### 🔄 Refunds & Card Issues

### **If someone’s card is frozen, can they still receive a refund?**

Yes. Even if the card is frozen, refunds will still post back to the account. A negative transaction will appear in the **Transactions → P-Card** tab, showing the refund amount.

### **When will my refund appear?**

Once processed, the refund will automatically appear in the **P-Card** transaction list as a **negative amount**. You can track it under the associated timesheet.

### **What if a purchase was made with a card that’s now unavailable (employee left, etc.)?**

You can attempt an in-person return and explain the situation to the merchant. If needed, we can securely provide the original card details to verify the transaction.  
⚠️ *Note: Some merchants require the physical card for refunds and may decline returns without it—it’s up to their policy.*

### 🚨 Reporting Fraud or Declined Transactions

### **How do I report fraud on my P-Card?**

1. **Immediately freeze** the card in the **Cards tab**
2. Email **[help@rollcredits.io](mailto:help@rollcredits.io)** with details of the fraudulent transaction(s)  
   We’ll guide you through the dispute process, which may take up to **30 days**. Please note that dispute outcomes are decided by **Visa**, and Roll Credits cannot guarantee results.

**Immediately freeze** the card in the **Cards tab**

Email **[help@rollcredits.io](mailto:help@rollcredits.io)** with details of the fraudulent transaction(s)  
We’ll guide you through the dispute process, which may take up to **30 days**. Please note that dispute outcomes are decided by **Visa**, and Roll Credits cannot guarantee results.

### **My purchase was declined. What should I do?**

- Check your card balance and limit in the **Cards tab**
- Ensure you're using the **correct billing address and CVC**

    - Virtual and physical cards have different CVC numbers
- If the issue persists, contact **[help@rollcredits.io](mailto:help@rollcredits.io)**

Check your card balance and limit in the **Cards tab**

Ensure you're using the **correct billing address and CVC**

Virtual and physical cards have different CVC numbers

Virtual and physical cards have different CVC numbers

If the issue persists, contact **[help@rollcredits.io](mailto:help@rollcredits.io)**

### 💳 Spending Limits & Permissions

### **My card has reached its spending limit. What do I do?**

Reach out to your **manager** to request a limit increase.

### **I’m a Manager or Super Admin. How do I adjust someone’s card limit?**

1. Go to the **Cards** tab
2. Click **More** next to the card
3. Select **Adjust Limit**
4. Enter the new limit and click **Update Limit**  
   The change takes effect immediately.

Go to the **Cards** tab

Click **More** next to the card

Select **Adjust Limit**

Enter the new limit and click **Update Limit**  
The change takes effect immediately.

### 🧾 Receipts & Transactions (Uber, Amazon, Tips)

### **Why isn’t my Uber or Amazon receipt matching the transaction?**

These vendors often **split charges** across multiple transactions (e.g., tips, partial shipments), which may not match the total on a single receipt.

In these cases, our **AI receipt matcher** will not auto-match the receipt. You’ll need to **manually upload receipts** for each transaction.

### **How do I manually upload a receipt?**

1. Go to **Transactions → P-Card** tab
2. Click the **eye icon** on the far right of the transaction
3. Scroll to the bottom of the review panel
4. Upload your receipt manually  
   ​*Tip: If multiple transactions share one receipt (e.g., Amazon order), upload the same receipt to each one.*

Go to **Transactions → P-Card** tab

Click the **eye icon** on the far right of the transaction

Scroll to the bottom of the review panel

Upload your receipt manually  
​*Tip: If multiple transactions share one receipt (e.g., Amazon order), upload the same receipt to each one.*

### **What if the tip is processed separately but appears on the same receipt?**

Same steps apply: manually upload the receipt to **each** related transaction in the **P-Card** tab.

### 📬 Card Settings & Details

### **Where can I find my billing address?**

Log in and go to the **Cards tab**. Your billing address is listed there for both physical and virtual cards.

### **Why is my transaction still pending?**

Some purchase types, like hotels and rental cards, put a hold on your card for much longer than usual so they can add additional expenses if needed. Usually a transaction will settle within a 5-7 business days

If your charge is still pending after **30 days**, contact the **merchant** directly to inquire. Processing delays vary by vendor.

### **Do my physical and virtual cards share the same limit?**

Yes. Both card types are linked and **share the same spending limit**.

### **Where can I find my physical card number?**

It’s printed on your physical card and not viewable online. If your card is lost or stolen, email **[help@rollcredits.io](mailto:help@rollcredits.io)** immediately so we can **freeze and replace** it.

### **Can I create a card with a generic or team name?**

Yes, but we recommend using a **valid-sounding name** to avoid fraud alerts.  
Examples that work well:

- “Wardrobe Team”
- “Production Coordinator”
- “Accountant Team”  
  Avoid using random characters or symbols.

“Wardrobe Team”

“Production Coordinator”

“Accountant Team”  
Avoid using random characters or symbols.

### 🎬 Multi-Project Spending

### **I’m working on multiple productions. How do I separate funds?**

We recommend using **one card per project** to avoid confusion and ensure accurate tracking. Each card can be labeled or named according to the production.

<https://47441426.hs-sites-na2.com/how-to-upload-receipts-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/card-holder-guide-setup-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/transactions-table-faq-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/credit-card-bank-statement-reconciliation-faq-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/p-card-quick-start-roll-credits-help-center?hsLang=en>

- [FAQs](https://47441426.hs-sites-na2.com/faqs?hsLang=en)
- [Project](https://47441426.hs-sites-na2.com/project?hsLang=en#main-content)

    - [Team](https://47441426.hs-sites-na2.com/project?hsLang=en#team)
- [Payments](https://47441426.hs-sites-na2.com/payments?hsLang=en)
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- [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#main-content)

    - [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions)
- [Cards](https://47441426.hs-sites-na2.com/cards?hsLang=en)
- [Company](https://47441426.hs-sites-na2.com/company?hsLang=en)
- [Approvals](https://47441426.hs-sites-na2.com/approvals?hsLang=en)
- [Settings](https://47441426.hs-sites-na2.com/settings?hsLang=en)
- [Reconciliation](https://47441426.hs-sites-na2.com/reconciliation?hsLang=en)
- [User Role Guides](https://47441426.hs-sites-na2.com/user-role-guides?hsLang=en)

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