Cards
- How can I add my personal card?
- How can I add my company card?
- I cannot find my bank or card in the list. Is there any other way to import my transactions?
- How do I verify that I have selected the correct card or bank option?
- Where can I see my card’s feeds after entering the credentials?
- Will other users see the personal credit cards added by me?
- How do you fetch bank feeds? Do you store our credentials?
- Will all the card statements be fetched into Zoho Expense?
- How often are the card statements fetched in?
- Can I delete a credit or debit card at any time?
- Why are the transactions made using my card are not visible as card feeds in Zoho Expense yet?
- How do I convert my card transactions into expenses? Can it be done automatically?
- I have incurred some personal expenses on my company card. How do I record them?
- Can I match transactions with expenses that have been created already?
- While trying to match my expenses with the corporate card transactions, some of the expenses are not listed as possible matches. Why?
- How do I revert an incorrectly matched transaction?
- It says my ‘Bank Feeds are Broken’. What can I do to fix this?
- Can I forward my bank statements to Zoho Expense to create expenses?
- Will users have access to the credit card transactions of other users?
- Can I add new cards using the mobile app?
- Can we add prepaid cards in Zoho Expense?
- What should I do if I cannot import a file and an error message appears stating ‘Column headers cannot be empty’?
- How can I check if the expenses are created from credit card transactions?
- Can I exclude card transactions for other users?
- What happens when I try to import my card transactions that are already present in the organisation?
- How many cards can be connected in the Free plan?
- Do I have to remove the duplicate transactions manually?
- Can I split the transactions?
- Imported transactions into the wrong card. Can I undo the action?
- How do I mark a corporate card transaction as a personal expense?
