Via the payment methods page, you get an overview of the different payment methods of your employees. Via a combination of filters and views, you can narrow down the overview to the information you need.
From this page you can add/edit the details from the payment methods of an employee or check the validation status of a card.
Bulk actions allow you to efficiently manage multiple payment methods so you can export a selection, activate/deactivate a list or send a validation reminder to a bigger set of employees.
Add payment method
Adding a new payment method has never been easier. Click the 'Add payment method' button, select the user and the payment method type. Now fill in the details.
If a card validation is required, the admin can send a validation request to the user.
Once the card has been validated, we'll indicate it via a green checkmark and a label 'Validated'.
If you have an integration with an accounting package or ERP system, you can select the account from the dropdown menu.
By default, Rydoo is providing you a set of saved filters (=views), to help you find the overview you need.
- All active payment methods (default)
- All payment methods
- Cards to be validated
- Company payment methods
- Personal payment methods
You can find this page under the Admin settings as 'Payment methods'.