Help documentation

Cards

With Cards being an essential part of our day to day transactions, connecting them to Zoho Expense makes expense reporting further easier for you. In this section, you will learn how to add your Corporate/credit/debit card, manage your transactions and how to convert them into expenses.

Click on the links below to easily navigate through the page:

Assigning Corporate cards

As an admin, you can assign Corporate cards to the employees. Employees can also add Corporate cards on their own. The admin will have an unrestricted view of all the transactions, but will not be able to edit or convert them into expenses.

Lets see how that’s done:

Choose Corporate card

Submit credentials

Assign cards

Assign cards

Assign cards

Assign cards

Adding Personal/Corporate card

Employees can add their personal/corporate cards to Zoho Expense. To do that:

Add Card

Find Credit Card

Enter Card Credentials

Adding cards manually

If you do not find your card in the given list, you can add the card manually and import the statement into Zoho Expense.

To do that:

Adding card manually

Adding card info manually

Creating expenses from the statement lines

Employees can convert their transactions into expenses by performing the following steps. The Corporate card expenses thus created will be non-reimbursable (Goes without saying!)

Choose card

Convert to expense

Merge with expense

Convert to expense

Other options

Importing statements:

Employees can import the statement for their cards (both corporate and personal). For corporate cards, Admins also can import the statements for their employees.

Importing statement

Importing statement

Importing statement

Importing statement

Bank Feeds

On adding your card from the list, bank feeds will be fetched automatically.

Any changes made to the Login credentials of the card should be updated in Zoho Expense at the earliest since it affects the feeds. Click on the Update credentials for uninterrupted fetching of feeds.

To view the latest transactions, Click Refresh feeds. This will update your account. It can be done only once in a day.

Bank feeds can also be deactivated.

Admins/Employees should perform the following steps if they wish to make any of the changes mentioned above for Corporate/Personal cards.

Bank feeds

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