Payment Methods are the drop-down options from Paid with field when users are entering expenses. This is vital information that identifies if an expense is reimbursable or not.
There are two ways on how to add company card payment methods 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
Enter the email address of the user to where the payment method will be assigned to.
Enter the payment method type in the following format:
Enter the full card number.
Enter your desired payment method name. This is the name that will show in Paid With field.
Enter 1 if Active; 0 if Inactive
Enter the ownership of the card to either:
4. Save the 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 the Users page (Step 1) and Upload the file
6. Check the Results
All changes via CSV Upload file are real-time.
To prevent errors, please keep the template as it is. Do NOT rearrange the columns, re-name headers, or change the file to another excel format.