As Finance you can upload company card transactions for other users. These transactions will be visible for yourself (finance role) as well as for the designated cardholder. Here's how:
1. Ensure that the credit card details are already added to the user profile as a payment method.
2. Act as Finance and Go to Transactions > Click (+) Add Transaction > Choose Upload transactions
3. Download Upload transactions template
4. Fill in the required details.
This is how it looks like after downloading the file.
(OPTIONAL) Change Text to Columns
NOTE: The date format has to be the same as the "Date format" settings found in your general Personal settings.
Enter the actual and the exact amount.
Enter the merchant/vendor name.
Enter the actual transaction currency.
Enter the card number as shown in the template with the last four digits of the card visible. The card needs to be added as a payment method before uploading the transaction.
NOTE: If your card is AMEX, please enter the last five digits of your card number.
Enter the foreign currency.
NOTE: This is used when the actual transaction currency is different from your Rydoo default currency.
Enter the foreign amount.
Enter the email address of the user to where the transactions should be assigned to.
5. Save the file in CSV UTF-8 format.
*If you are using Windows and changed the data type from text to columns, don't forget to switch it back.
6. Go back to the Transactions page (Step 1) and Upload the file.
6. Check the Results.
After uploading the file, all transactions (both company-owned and personal) will be visible on the Finance > Transactions page.
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.
Headers are case-sensitive.
Rydoo does NOT import any line item or transactions if there is an error in the template. In cases like this, kindly correct the line item with the error first, save, and re-upload the full file.
You may also upload lodge card transactions for users.