Corporate Cards Operations

Zoho ERP provides multiple operations that allow you to manage the corporate cards efficiently. You can perform the following actions on corporate cards.

Management Actions

The management actions let you manage the lifecycle of a card after they are created, helping you maintain accurate and up-to-date records.

Edit a Card

You can edit the details of a card in Zoho ERP. Here’s how:

• Go to Travel and Expense on the left sidebar.
• Navigate to the Corporate Cards tab.
• Click the personal or corporate card for which you want to edit the details.
• Click the More icon in the top right corner and select Edit.
• Make the required changes and click Save.

Mark a Card as Active

You can mark an inactive card as active. Here’s how:

• Go to Travel and Expense on the left sidebar.
• Navigate to the Corporate Cards tab.
• Click the inactive card you want to mark as active.
• Click the More icon in the top right corner and select Mark as Active. The card will be marked as active.

Mark a Card as Inactive

If you don’t want to delete a card but want to retain its records, you can mark it as inactive.

To mark a card as inactive:

• Go to Travel and Expense on the left sidebar.
• Navigate to the Corporate Cards tab.
• Click the personal or corporate card you want to mark as inactive.
• Click the More icon in the top right corner and select Mark as Inactive. The card will be marked as inactive.

Delete a Card

You can delete a card permanently if you no longer require it. Here’s how:

• Go to Travel and Expense on the left sidebar.
• Navigate to the Corporate Cards tab.
• Click the personal or corporate card you want to delete.
• Click the More icon in the top right corner and select Delete.
• In the pop-up that opens, click Delete again to confirm your action.