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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:34
  • Updated

How to add a credit card account to Procurify

Goal:

  • Adding credit card accounts.
  • How do I add a Credit card account?
  • Manage credit cards, edit credit cards, add credit cards 

The following article outlines how to add a credit card account. 


Steps:

  1. On the left-hand navigation black bar, select Settings

  2. Select Manage Bank & Credit Card Accounts under the Finance section 

  3. Select the +Add New Account button located on the right-hand side of the screen

  4. Select Credit Card Account 

  5. Type in an Account Name, select the Credit Card Number (only the last 4 digits are required), Currency, Credit Card Provider, Credit Card Network

  6. Ensure to populate the field Assign Users to Credit Card
  7. Select Add Card when finished

 

Additional Information: 

  • Unable to see SETTINGS or Mange Bank & Credit Card Accounts.
  • Bank accounts can't be edited. They can only be deleted. 
  • Each currency must have a Bank Account setup to proceed with payments.
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