Adding credit card information

You can add the credit card information for a user if a company owns the credit card.

  1. Select Manage > Users > User Information.
  2. Click Find to select a user.
  3. Click Credit Card. The Credit Card details screen is displayed.
  4. Click Attach. The Attach Existing Credit Card screen is displayed.
  5. 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.
  6. 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.
    Note: The transactions carried out after the credit card expiry date are displayed on the Credit Card Transactions tab but cannot be attached to the expense reports. However, transactions carried out before the credit card expiry date can be attached to the expense report even if the validity of the credit card has expired.
    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.
  7. Click Done.
  8. Click Add to save the data.