Assign credit cards to users

Assigning cards individually

You can assign one or more credit cards to a user's account record.

1. Go to Setup > People and select the relevant user's record.

2. Click Card in the  right-hand menu. A list of existing cards is displayed.

3. To add a new card, click Add.  

4. The Add Card page appears with the Card Holder Name populated automatically.

5. Enter a Reference name for the card.

6. Enter the last four digits of the Account/Card Number.

7. If the card has expired, select Expired. This flags the card when it is selected as a payment type on a claim.

8. Supplier code is generally only used if you have multiple cards.

9. Click Save. The credit card record is created.

10. Repeat steps 3-9 to assign additional cards if required.

If you have an integration with Pliant, there will be an additional option to select an existing Pliant card. For more information, see Pliant integration.

Assigning cards in bulk

As with other areas of Expenses, you can also allocate credit cards by exporting users, completing the credit card columns, then importing the users again. See Importing and exporting users.