Manage Top-Ups

In this help document, you’ll learn the actions you can perform on top-up requests submitted by Pine Labs cardholders.

Export Top-Up Requests

To update the balance of Pine Labs prepaid cards, you must export the approved top-up requests. Here’s how:

Go to Corporate Cards on the left sidebar.
Navigate to the Pine Labs Cards section at the top.
Click the amount next to Unpaid Top-ups in the Account Summary section. You’ll be redirected to the Unpaid Top-ups tab on a new page.
Click Export Unpaid Top-ups in the top right corner. An .xls file containing all approved top-up requests will be downloaded to your device.

Reload Account Balance in Pine Perks

Once you’ve downloaded the export file containing the approved top-up requests, you need to create an order, which must be approved by another Pine Perks user to reload the balance in the Pine Labs cards.

Create an Order

To create an order in Pine Perks (Pine Labs) portal:

Log in to your business’s Pine Perks portal.
Click CARDS at the top, hover over RELOADABLE CARDS, and select RELOAD CARD.
Enter the following details in the Enter Details section:
- Select RuPay as the Card Network.
- Select Zoho Reloadable Card as the Card Scheme.
- Select Reference Number as the Card Identifier.
- Click Upload Data Sheet and upload the exported file.
- Enter Remarks if required.
- Click Next.
In the Confirm Order section, verify the details entered and click Create Order.

Approve an Order

Once an order has been created in Pine Perks, it has to be approved.

Note: The Pine Perks user for whom you created the order cannot approve it. It must be approved by a different Pine Perks user.

To approve an order:

Log in to your business’s Pine Perks portal.
In the Recent Orders section, click the order you want to approve. You’ll be redirected to the MANAGE ORDERS page.
In the SEARCH RESULT section, click Approve next to the order you want to approve.
Click OK in the pop-up that appears.

Edit a Top-Up Request

You can update the details of a top-up request by editing it.

Note: Admins can only edit top-up requests in the Awaiting Approval and Approved statuses.

To edit a top-up request:

Go to Corporate Cards on the left sidebar.
Navigate to the Pine Labs Cards section at the top.
In the All tab of the Cards section, click the card for which you want to edit the top-up request.
Click the More icon at the top and click View All Top-ups and Withdrawals.
In the All Top-up Requests tab, click the top-up request you want to edit.
Click the More icon at the top and click Edit from the dropdown.
Make the necessary changes.
Click Save.

Delete a Top-Up Request

If you no longer need a top-up request, you can delete it.

Note:

You can delete a Paid top-up request only if it’s unmatched and has been marked as unpaid.
If you delete a top-up request in the Paid status, only the request will be removed from Zoho Expense, but the card’s balance will remain the same. For example, if a Pine Labs card’s balance is 10,000 INR and you request a top-up of 2,000 INR, the card’s balance will be updated to 12,000 INR once an admin performs the Reload action for approved top-ups requests in the Pine Perks portal. If you then delete the top-up request for 2,000 INR, the request will be removed, but the card’s balance will still be 12,000 INR.

To delete a top-up request:

Go to Corporate Cards on the left sidebar.
Navigate to the Pine Labs Cards section at the top.
In the All tab of the Cards section, click the card for which you want to delete the top-up request.
Click the More icon at the top and click View All Top-ups.
In the All Top-up Requests tab, click the top-up request you want to delete.
Click the More icon at the top and click Delete from the dropdown.
Click Yes, Delete in the pop-up that appears to confirm your action. The top-up request will be deleted.