Cards dashboard
The Cards dashboard gives admins a bird's-eye view of all company cards. From here you can:
- See total spend across all cards
- View all cardholders and their spending summaries
- Search for a specific team member using the search bar
Reviewing transactions
Click on any card to see a full transaction history. Each transaction shows the merchant, amount, date, and Zeni's AI-suggested category. You can review, edit categories, or flag transactions from this view.
Getting card details
To view a card's full details (number, CVV, expiration date), click into the card and select View Card Details. The cardholder is prompted to verify identity via phone number before sensitive details are revealed. You can also quickly copy the card number, CVV, or expiration directly from the card detail screen.
Card customization
Cardholders can choose from multiple card designs and colors. To change a card's design, go to the card details view and select Change Color to see available options.
