Access Pine Labs Cards

Once your business has been onboarded by Pine Labs and your admin has issued you Pine Labs prepaid cards, you can view them in Zoho ERP and record expenses for your card transactions.

Note: You will be able to view a Pine Labs card in Zoho ERP only after the cardholder has made their first transaction.

In this help document, you’ll learn how to view your Pine Labs prepaid cards in Zoho ERP, and the actions you can perform from a card’s dashboard.

View Your Pine Labs Cards

To view your Pine Labs prepaid cards in Zoho ERP:

Go to Travel & Expense on the left sidebar and click Cards. The cards with the Pine Labs card image are your Pine Labs cards.

Dashboard

After clicking a Pine Labs card from the Cards List page, the card’s Dashboard will open. You can view the card’s details, actions needing your attention, spend summary, transaction history, and top-ups.

Card Details

In this section, you can view your card number, current balance, and a link to access your Pine Perks portal.

Attention Required

In this section, you can view the actions that require your attention, such as unsubmitted expenses, as well as unpaid, unapproved, and unmatched top-ups. You can click the amount or count next to each option to view the corresponding transactions.

Card Transactions & Top-Ups

In this section, you can view your card transactions according to the following statuses:

All: All transactions from your Pine Labs card.
Unmatched: Card transactions that are not associated with any expense or top-up requests in Zoho ERP.