Cards
Real-Time Feeds
- What are real-time feeds?
- Are real-time feeds supported for all cards? Can I fetch all types of transactions in real-time?
- Why should I set up real-time feeds if I have already set up direct feed integration for my cards?
- How do I enable real-time feeds when I have already set up direct feed integration?
- How do I connect my card to fetch real-time feeds?
- How will I be notified when I make a transaction using the card I’ve connected with Zoho Expense?
- Are there any restrictions on the number of cards that can be connected in a trial organization?
- Can I fetch the transactions that I’ve incurred before connecting the card?
General
- 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 organization?
- 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?