Adding corporate cards to Zoho Expense account.
Hi,
Corporate Cards feature is available in Zoho Expense.
To know more about this feature, kindly refer the below link.
https://www.zoho.com/in/expense/help/cards/#assigning-corporate-cards
Feel free to contact us at support@zohoexpense.com for further assistance.
Sincerely,
Zoho Expense Team
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Dave commented
Corporate Cards MUST be set up in ZOHO Books for the accounting payments to be automated nicely when user pays card balances with online banking transactions. i.e. pay card from current account on due date, which is commonly automated through banking provider.
Adding Zoho Expense, the cards transaction data should port over to Expense and be assigned by Admin to users who are related to the cards. Currently if the card has been added to BOOKS and set to download transactions, the same card cannot be used for expense reporting.
Maybe the solution is to turn off the card feed in Books when Expense is activated? This needs to be figured out... my sense is it would make most value to have the card transactions accessible in Books OR Expense but never both, and then we are left with the payment processing issue... unless Expense is made capable of paying to a credit card, which I think is open to fraud.
Bottom line is there needs to be two different access paradigms to the same transaction sets. In Books you need to be able to record payment of card balances. // In Expense you need to be able to categorize the transactions. This is doable, and should not be that hard.
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Seth commented
To expand on this, I think the admin user should be able to connect the corporate account and then assign each corporate card from the master account to a Zoho user (rather than requiring each Zoho user to establish their own card connection)