Corporate Cards

General

1. How often are the card statements fetched in?
2. Is it possible to track corporate card spending based on the card billing cycle?
3. What happens when I enable auto-match/create for corporate card transactions?
4. Why are some transactions listed as Unexpensed? What does it mean?
5. Can multiple cards be assigned to the same user?
6. How can I re-assign a card to another user?
7. How do I import a credit card statement for another user?
8. What is the difference between deleting and marking a card as inactive?
9. Should I add my corporate cards in Zoho Expense or Zoho Books?
10. Can I add new cards using the mobile app?
11. Can we add prepaid cards in Zoho Expense?
12. What do I do if my bank is not familiar with the Direct Feed Integration?
13. What should I do if I cannot import a file and an error message appears stating ‘Column headers cannot be empty’?
14. Can I connect my business card using direct feed integration?
15. Do I have to enter a username and password to log into direct feed integration?
16. How can I check if the expenses are created from credit card transactions?
17. Will I incur an extra cost to activate direct feed integration in my organization?
18. Can I edit the expense amount in transactions fetched from cards?
19. Can I exclude card transactions for other users?
20. What happens when I try to import my card transactions that are already present in the organization?
21. Can I import transactions for multiple cards at once?
22. How secure is Direct feed integration?
23. How many cards can be connected in the Free plan?
24. Do I have to remove the duplicate transactions manually?
25. Can I split the transactions?
26. Imported transactions into the wrong card. Can I undo the action?
27. In how many days will my card’s transactions be posted in Zoho Expense?
28. Can I rename a card?
29. If I update the login credentials for my card at the bank, will it get updated for my card in Zoho Expense automatically?
30. How can I view my latest transactions?
31. How can I import the transactions older than 90 days?
32. Should I add my corporate cards in Zoho Expense or Zoho Books?

Real-Time Feeds

1. What are real-time feeds?
2. Is real-time feeds supported for all cards? Can I fetch all types of transactions in real-time?
3. Why should I set up real-time feeds if I have already set up direct feed integration for my cards?
4. Are there any restrictions on the number of cards that can be connected in a trial organization?
5. What do I do if I’m unable to verify my card?
6. Can I fetch the transactions that I’ve incurred before connecting the card?

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