Corporate 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?
- 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 often are the card statements fetched in?
- Is it possible to track corporate card spending based on the card billing cycle?
- What happens when I enable auto-match/create for corporate card transactions?
- Why are some transactions listed as Unexpensed? What does it mean?
- Can multiple cards be assigned to the same user?
- How can I re-assign a card to another user?
- How do I import a credit card statement for another user?
- What is the difference between deleting and marking a card as inactive?
- Should I add my corporate cards in Zoho Expense or Zoho Books?
- Can I add new cards using the mobile app?
- Can we add prepaid cards in Zoho Expense?
- What do I do if my bank is not familiar with the Direct Feed Integration?
- What should I do if I cannot import a file and an error message appears stating ‘Column headers cannot be empty’?
- Can I connect my business card using direct feed integration?
- Do I have to enter a username and password to log into direct feed integration?
- How can I check if the expenses are created from credit card transactions?
- Will I incur an extra cost to activate direct feed integration in my organization?
- Can I edit the expense amount in transactions fetched from cards?
- 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?
- Can I import transactions for multiple cards at once?
- How secure is Direct feed integration?
- 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?
- In how many days will my card’s transactions be posted in Zoho Expense?
- Can I rename a card?
- If I update the login credentials for my card at the bank, will it get updated for my card in Zoho Expense automatically?
- How can I view my latest transactions?
- How can I import the transactions older than 90 days?
- Should I add my corporate cards in Zoho Expense or Zoho Books?