Company Credit Cards

By opening the Company Credit Cards view, you will be able to see all cards created automatically from transactions or manually entered. From here you have two options to create new credit cards. If you have set up Automatic transaction import the company credit card will be automatically created based on the card number and card holder name from the transaction. If you do not want to use the automatic import, then you can create the Company Credit Cards manually.

<img src="images/bc-setup-company-cards.png" width=750>

Create new Credit Card manually

1. Navigate to the Company Credit Card view either through the burger menu or by searching for Company Credit Cards (TEM)
2. Click New to create a new card
3. Enter a Card No. for the card.
4. Enter the Card Holder Name for the person who uses the card.
5. Select an element from the Assigned to Employee No. list.
6. Select a Credit Card Agreement appropriate for the company card in question.

Now you have registered the Company Credit Card, but you must activate it before you can begin using it.

Activate Credit Card

For a credit card to be granted the status Active the card must have been assigned a credit card agreement and an employee.

1. Select a Company Credit Card from the list.
2. Click Actions
3. Click Activate

The Company Credit Card has now been activated.

Suggest Card Associations

If one or more Company Credit Cards have not been associated with an Employee this feature will guide you through which cards and employees the system wants to match.
This feature can be accessed by clicking the New dropdown in the Company Credit Cards interface.

Once these are setup, you can continue to transactions