Corporate cards are the credit cards that are issued to the employees of an organisation to pay for their business expenses. You can add all the corporate cards that are issued to the users in your organization and assign them to the respective card owners. Users can also add the corporate cards on their own. Once this is done, you will have an unrestricted view of all the transactions made by the users in your organization. Also, you can view a monthly spend summary and the number of card transactions that are yet to be approved and submitted for approval, in the Corporate Cards dashboard.
If you set up direct feed integration, the corporate card feeds will be directly imported from the card service provider into Zoho Expense. To set up direct feeds:
- Click Admin View.
- Go to Corporate Cards on the left sidebar.
- Click + Add Corporate Card at the top right corner.
- Under Direct Feed Integration, select a card type for which you want to fetch the card feeds and follow the steps mentioned in the page.
Once you’ve set up the direct feed integration, the corporate card feeds will be directly fetched as transactions into Zoho Expense. Your users can then match them with the existing expenses or create new expenses from the card transactions.