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Credit card - Details
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or On this page, you can create, edit and delete a credit card and specify budgets for the credit card. If you are creating a new credit card, you can also specify relations that determine whether and how the credit card can be used by users of the company to which the item is assigned.
Details
Option |
Description |
|---|---|
Number |
Number of the credit card |
CrossBorder transactions are allowed |
Activate this option if the credit card will be used for international transactions. |
Name |
Name of the credit card, for example, VISA |
Issuer |
Name of the company that issues the credit card, for example, a bank or other financial institute |
Company |
Name of the purchasing company for which the credit card is valid. Enter the name of the company or search for it. |
Start date |
Date on which the credit card may be used in the system in the format MM/YY (for example, 04/07) |
Valid to |
Date on which the credit card expires in the format MM/YY (for example, 04/09) |
Notify on |
Date on which the person specified in the User field should be notified of expiry of the credit card |
External number |
Reference number of a connected ERP system for the credit card. |
Main card |
If this credit card is not the main card, select the name of the corresponding main card from the selection list |
User |
Enter the name of the user who may use the credit card or search for the name. |
Status |
Current status of the credit card. |
Budget
In this field, you can specify total, annual, monthly, weekly or daily budgets for the credit card. Activate
the budget type that you want to create and enter the start value and the current value. See Budgets for more information on defining budgets.
Relations
This section is only displayed when you create a new credit card. In this section, you can specify relations that determine whether and how the credit card can be used by users of the company to which the item is assigned. See Creating control structure relations for information on the available options.
Note: Selecting these options is the only way that a company administrator for a specific company can assign credit cards to that company or to himself. Once a new credit card has been saved, it can only be assigned to the company by a company administrator who is authorized to edit the data of all companies.