Add credit cards to Easy1

  1. home
  2. Finance employee
  3. Expenses and credit cards
  4. Add credit cards to Easy1

Is the credit card add-on enabled in your Easy1 environment? If so, add the company credit cards to Easy1:

  1. Navigate to Finance employee by clicking on it from the User Home.
  2. In the left sidebar, go to 'Credit Cards' - 'Credit Cards':
  3. Click on 'Add Credit Card' in the top left corner.
  4. Enter the required details.Note: The last 4 digits and the cardholder's name must exactly match the information on the credit card transaction file. Otherwise, there will be no match between the user and the transaction overview.
  5. Check 'Default payment method for this user' if the user is only allowed to declare expenses using a credit card and not other receipts.
  6. Finally, click on 'Save'.

The credit card has now been added. Repeat these steps for new credit cards.