How to add a credit card holder?

Adding a credit card holder enables you to set up and map payees as suppliers in the system. This will allow you to reconcile your expense reports and remit payment to a supplier.

Video Tutorial:

Steps:

1. Navigate to Manage > Credit Cards.
2. On the top right-hand corner, select Credit Card Holders.
3. This will open the Search Credit Card Holders page. This page contains all credit card holders for the organization.
4. Select  Create a New Credit Card Holder.
5. Enter the following information.
   
   

   Field	Description
   Card Holder Name	Enter the credit card holder's name as it appears on their physical card.
   Card Holder Number	Enter the full credit card number.
   Card Type	Select the card type (AMEX, Visa, Mastercard).
   Master Supplier	Assign the master supplier.
   Employee	Assign an employee.
   Office	Select an office (if applicable).
   Currency	Select a currency.
   Active	Check to keep the credit card holder active
   Integration Bank Account	Select a bank account (if applicable).
   Account Owner	Select an account owner (if applicable).
   Integration Start Date	Enter a start date (if applicable).

6. Click SAVE or SAVE & CLOSE.