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  1. FAQ - Accounting & Finance Teams
  • August 03, 2023 19:08
  • 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. 


You must be a Superuser or have custom permission to access Finance Settings to complete the following steps

Steps:

  1. Navigate Settings → Manage Bank & Credit Card Accounts. 

  2. Click + Add New Account on the right-hand side of the screen

  3. Click Credit Card Account 

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

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

 

Additional Information: 

  • For data integrity, Bank accounts can only be deleted. Bank Account details cannot be edited. 
  • Each currency must have a Bank Account setup to proceed with payments.

 

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