How to add a credit card holder

Step by Step Guide:

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:

• 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.