Payment Methods are the drop-down options from Paid with field when users are entering expenses. This is a vital information which identifies if an expense is reimbursable or not. 

There are two ways on how to add company card payment method for users - manual and via csv upload. This page will give you the steps on how to add a Payment Method for multiple users at the same time. 

1. Go to Admin > Users > Click (+) Add and Choose Upload Cards

2. Download the Upload Cards template

3. Fill out the required columns

This is how it looks like upon download

OPTIONAL: Change text to columns

Field Format

4. Save file as CSV UTF-8 format.

*If you change the data type from text to columns, don't forget to switch it back.

5. Go back to Users page (Step 1) and Upload the file

6. Check the Results

All changes via CSV Upload file are real time. 


Important!

To prevent errors, please keep the template as it is. Do NOT re-arrange the columns, re-name headers or change file to another excel format. 

Did this answer your question?