{"id":13558,"date":"2023-11-06T11:15:25","date_gmt":"2023-11-06T10:15:25","guid":{"rendered":"https:\/\/monta.com\/uk\/?post_type=help-center&#038;p=13558"},"modified":"2025-11-24T15:10:13","modified_gmt":"2025-11-24T14:10:13","slug":"managing-a-team-wallet","status":"publish","type":"help-center","link":"https:\/\/monta.com\/en\/help-center\/managing-a-team-wallet\/","title":{"rendered":"Managing a Team Wallet"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Deposit money<\/h2>\n\n\n\n<p>Only Team Owner and Team Admins with the right to manage the Team Wallet can deposit funds to the Wallet. If <strong>Operator transaction<\/strong> has been enabled as a payment method, it is not possible to Deposit funds. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and open the<strong> Payment <\/strong>tab<\/li>\n\n\n\n<li>Navigate to the<strong> Wallet<\/strong> and click on the three action dots<\/li>\n\n\n\n<li>Select <strong>Deposit funds<\/strong><\/li>\n\n\n\n<li>Select amount to deposit and click on<strong> Deposit<\/strong><\/li>\n\n\n\n<li>Complete the transaction by paying with a bank card\n<ul class=\"wp-block-list\">\n<li>A Stripe payment will open in a new page. Use a bank card to finish the deposit.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(48.63% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/6mvqxkol2i50?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Withdraw money<\/h2>\n\n\n\n<p>Only Team Owner and Team Admins with the right to manage the Team Wallet can withdraw funds from the Wallet. If <strong>Operator transaction<\/strong> has been enabled as a payment method, it is not possible to Withdraw funds. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and navigate to<strong> Payment<\/strong><\/li>\n\n\n\n<li>Click on the three action dots and select <strong>Withdraw funds<\/strong><\/li>\n\n\n\n<li>Select amount to withdraw \n<ul class=\"wp-block-list\">\n<li> There are amount limits, based on currency<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Insert your bank account or select an existing one.<\/li>\n\n\n\n<li>Click on <strong>Withdraw<\/strong><\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/shc3nan2j6fc?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Add a bank account <\/h2>\n\n\n\n<p>Please note that you can only add IBAN format. <\/p>\n\n\n\n<p>If you need to edit a bank account, but you are not able to, please turn to your Operator. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and select the <strong>Payment <\/strong>tab <\/li>\n\n\n\n<li>Click on <strong>Settings<\/strong><\/li>\n\n\n\n<li>Select <strong>+ Add bank account<\/strong><\/li>\n\n\n\n<li>Insert your bank details and click on <strong>Save<\/strong><\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(56.61% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/vf2cte4btxgl?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Export Wallet transactions<\/h2>\n\n\n\n<p>Please note that only the Team Owner and <a href=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\" data-type=\"link\" data-id=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\">Team Admins<\/a> with Wallet configuration rights can export transactions.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and select the <strong>Payment<\/strong> tab <\/li>\n\n\n\n<li>Click on <strong>Transactions<\/strong> and filter the period of time<\/li>\n\n\n\n<li>Click on the three dots and select to export a CSV file to your email<\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/qpyl73yb6qol?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Export Team Wallet Receipts<\/h2>\n\n\n\n<p>Please note that only the Team Owner and <a href=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\" data-type=\"link\" data-id=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\">Team Admins<\/a> with Wallet configuration rights can export transactions.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and select the <strong>Payment<\/strong> tab<\/li>\n\n\n\n<li>Click on <strong>Transactions<\/strong> and filter the period of time<\/li>\n\n\n\n<li>Click on the three dots and select <strong>Export<\/strong> <strong>receipts<\/strong> to export a \u201c<strong>zip<\/strong>\u201d file to your email<br><em>Note: receipts can be exported for a maximum of 365 days and for a maximum of 10000 transactions.<\/em><\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(54.10% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/bdaalgvsspil?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Refund Wallet transactions<\/h2>\n\n\n\n<p>Please note that only the Team Owner and <a href=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\" data-type=\"link\" data-id=\"https:\/\/monta.com\/uk\/help-center\/team-user-roles-permissions\/\">Team Admins <\/a>with Wallet configuration rights can refund transactions. You can refund the full amount or just part of it. <\/p>\n\n\n\n<p><strong>Note:<\/strong> The refund will be issued to the user&#8217;s Monta wallet. If they were a guest user (did not download the app to create an account), they need to create an account with the same email to access the refund in their Monta wallet.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Team<\/strong> and find <strong>Transactions<\/strong><\/li>\n\n\n\n<li>Search for a transaction by id or name<\/li>\n\n\n\n<li>Click on the three action dots and select <strong>Refund transaction<\/strong><\/li>\n\n\n\n<li>Fill out the necessary fields and and input a note<\/li>\n\n\n\n<li>View the refund summary and confirm by clicking <strong>Refund<\/strong><\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(49.92% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/amfmuiv0izvi?embed=inline\" name=\"sl-embed\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Enable Operator Transaction<\/h2>\n\n\n\n<p>Operator transaction is a payment method for a Team, which can be enabled only by Operator users with Manager or Administrator user rights. You can read more about the <a href=\"https:\/\/monta.com\/uk\/help-center\/set-up-operator-transaction\/\" data-type=\"help-center\" data-id=\"13559\">Operator transaction setup here<\/a>. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Team and select the <strong>Payment<\/strong> tab<\/li>\n\n\n\n<li>Click on <strong>Settings<\/strong> and click on <strong>Update billing method<\/strong><\/li>\n\n\n\n<li>Select <strong>Operator Transaction <\/strong>from the dropdown menu\n<ul class=\"wp-block-list\">\n<li>You enabled Operator Transaction.\n<ul class=\"wp-block-list\">\n<li>The Team can now go into negative Wallet. <\/li>\n\n\n\n<li>A balance settling transaction between the Operator and Team Wallet will be issued at the end of the month.<\/li>\n\n\n\n<li>Operator transaction can be disabled from <strong>Settings <\/strong>section of <strong>Payment<\/strong> tab.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(56.61% + 0px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/qk0p4ywh6xwd?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Control where your Team Wallet can be used<\/h2>\n\n\n\n<p>Operators, Team Owners and Admins can decide where the Team Wallet is allowed to pay for charging sessions. You can use these restrictions to prevent expensive roaming or to ensure charging only happens on preferred partner networks.<\/p>\n\n\n\n<p>These limits apply to all members and charge keys unless narrower settings are defined further down (for example, at the member or charge key level).<\/p>\n\n\n\n<p><strong>To view or change wallet restrictions:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Operator <strong>Settings \u2192 Team settings<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>+ New team setting<\/strong> or click on an existing setting to edit it.<\/li>\n\n\n\n<li>Fill out the <strong>Basic information<\/strong> and <strong>Member permissions.<\/strong><\/li>\n\n\n\n<li>In the <strong>Wallet payment restrictions<\/strong> section, select one or more:\n<ul class=\"wp-block-list\">\n<li><strong>Allowed countries<\/strong><\/li>\n\n\n\n<li><strong>Allowed charge points<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Apply team settings<\/strong>.<\/li>\n\n\n\n<li>In the confirmation modal, choose whether to:\n<ul class=\"wp-block-list\">\n<li><strong>Apply team settings<\/strong> (updates all members and charge keys), or<\/li>\n\n\n\n<li><strong>Keep current settings<\/strong> (no changes).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Driver experience:<\/strong><\/p>\n\n\n\n<p>If a member or key tries to start a charge outside the allowed countries or operators, the session is blocked and a message explains that the wallet can\u2019t be used at that location.<\/p>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(48.63% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/12hwb8uxx4af?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to deposit or withdraw  money, add a bank account, export or refund transactions, and enable Operator transaction as a payment method for a Team.<\/p>\n","protected":false},"author":66,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false},"help_cat":[314],"help_tags":[412],"class_list":["post-13558","help-center","type-help-center","status-publish","format-standard","hentry","help_cat-transactions","help_tags-hub"],"acf":[],"_links":{"self":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center\/13558","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/users\/66"}],"wp:attachment":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/media?parent=13558"}],"wp:term":[{"taxonomy":"help_cat","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_cat?post=13558"},{"taxonomy":"help_tags","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_tags?post=13558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}