Add one Credit Card to Multiple Expense Users
In Expense Management, you can assign one credit card to multiple users, including travel cards and virtual cards.
Add one credit card to multiple expense users
For this to work, the bank or travel agent must be able to send an identifier that connects the user with the transaction data, for example an employee name or number.
Credit card user mapping is used to identify users. The first step in this process is to enable multiple users for your credit card of choice, and this is how you do it:
- Go to Payment Types.
- Select the payment type that you want to be added to multiple users.
- In the Bank Transactions/Credit Card FastTab, under Credit Card, toggle Enable multiple users on.
You have now made it possible to assign multiple users to a credit card. The next step is to begin assigning users to it.
This functionality is designed for travelcards where the issuer can send employee names in a certain field, helping to identify who the expense is connected to.
- Go to Continia User Setup.
- Select the user to whom you want to assign the credit card.
- In the action bar, select Credit Cards.
- Under Card No., enter the card number of the credit card.
- Under Payment Type, select a payment type via lookup.
- Under Field Mapping Count, select the number in the field to open details for field mapping count.
- Select New.
- Under Field No., enter the number for the field that contains the information that identifies the employee that's used the card. Two examples of what you could enter in this field are Employee No. and Travel Passenger Name.
- Under Value, enter the employee name. Make sure that what you enter here uniquely identifies the employee, so you might have to enter a surname in addition to a first name.