Add and Assign Corporate Cards

You can fetch the corporate cards that are issued to the users in your organisation by connecting with the bank that has issued them. After fetching the corporate cards, assign them to the respective users. Once this is done, our third-party service provider will fetch the cards' feeds and you will be able to view all the transactions made by the users with their corporate cards. However, you will not be able to edit or convert them into expenses.

To add and assign corporate cards:

  1. Switch to Admin View.
  2. Go to Corporate Cards on the left sidebar.
  3. Click + Add Corporate Card at the top right corner.
    Add Corporate Cards
  4. Click Connect Card.
    Add Corporate Cards
  5. Look for the bank account that issues corporate cards for your employees.
    Add Corporate Cards
  6. Enter your credentials in Zoho Expense and click Submit.
    Add Corporate Cards
  7. In the page that opens, select the cards and assign the respective employees to each card.
  8. Enter the billing date of the cards you’ve selected. This is the date on which the expenses that were incurred on the cards will be billed every month.
  9. Choose the date from when you would like to download the transaction history. You can download up to 90 days of transaction history.
  10. Select a currency for these transactions.
  11. Click Continue.
    Add Corporate Cards
  12. By doing so, the corporate cards will be automatically added under the Cards section of My Settings in the respective user’s account. You can now view the corporate card transactions of all the users in your organisation from the Corporate Cards module.

If you do not find your bank in the given list or if your organisation does not have support for fetching your card feeds directly, you can add your corporate card manually and import the card statements into Zoho Expense.

To add a card manually:

  1. Switch to Admin View.
  2. Go to Corporate Cards on the left sidebar.
  3. Click + Add Corporate Card at the top right side of the page.
    Add Cards
  4. Click Connect Card.
    Add Cards
  5. Click Import your feeds manually.
    Add Cards
  6. Choose whether the card is a Credit Card or a Debit Card.
  7. Enter a name for the card. This name will be displayed in the card transactions page.
  8. Select the currency in which the card transactions are made.
  9. Enter the billing date of the card. This is the date on which the expenses that were incurred on the card will be billed every month.
  10. Assign an owner for the card.
  11. Click Save. Your card will be added and you can import the card statements manually to create expenses.
    Add Cards
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