Adding credit card information
You can add the credit card information for a user if a company owns the credit card.
- Select Manage > Users > User Information.
- Click Find to select a user.
- Click Credit Card. The Credit Card details screen is displayed.
- Click Attach. The Attach Existing Credit Card screen is displayed.
-
Specify the credit card
number and click
OK to search for the
account. These are the possible scenarios:
- The credit card number is found and the card is already attached to the current user, a message is displayed on the screen.
- The credit card number is not found, a message is displayed.
- The credit card number is found and the card is not attached to a user, the application attaches the card and displays the account information on the screen.
- The credit card number is found, but the card is already attached to another user, a message including the other user's name is displayed.
When the Credit Card Import tool locates a credit card account in a data file, the tool imports the card data and the transactions, but the card is not attached to a user in the database.
Note: The credit card account is displayed on the Credit Cards screen. The account is encrypted in the database. -
Specify this
information:
- Processor
- A processor for the credit card.
- Name Line 1
- The name of the user as provided by the card issuer.
- Name Line 2
- The name of the second user as provided by the card issuer. This is an optional field.
- Address Line 1 and 2
- The address of the user as provided by the credit card issuer.
- Limit Amount
- The credit card account limit as provided by the card issuer.
- Payment Type
- The ER payment type for this credit card.
- Expiration Date
- The expiration date of the credit card. The date of expiration is the date when the card account is closed.
- The transactions after the date of expiration appear on the Credit Card Transactions screen but the user cannot attach the transactions to the expense reports.
- Status
- The status of the credit card. The status can be Active or Inactive.
- External Key
- A unique ID of the card user. This is an optional field.
- Is Personal
- Select this check box if the credit card is a personal credit card.
- Click Done.
- Click Add to save the data.