Credit Cards in System Settings is where corporate credit card records are maintained for finance workflows.
What this screen is for
Use Credit Cards in System Settings to add cards, edit card labels, edit cardholder names, edit last four digits, and activate or deactivate cards.
This is not the credit card expense or statement reconciliation screen. Use Finance Credit Cards for transaction work.
Only admin and executive users see this setting in System Settings.
Screen path
Dashboard > System Settings > Accounting > Credit Cards
Key areas
| Area | What it shows |
|---|---|
Add Card |
Opens the add card form. |
| Card form | Card Label, Cardholder Name, and Last 4 Digits. |
| Cards table | Card Label, Cardholder, Last 4, Status, and Actions. |
Main actions
Add Card: Creates a new card record.Edit: Updates an existing card's label, cardholder, or last four digits.Deactivate: Marks an active card inactive.Activate: Reactivates an inactive card.Save ChangesorAdd Card: Saves the form.Cancel: Leaves the form without saving.
What happens behind the scenes
PAX loads active and inactive credit card records for this settings screen.
Card Label is required. Cardholder Name and Last 4 Digits are optional. The last-four field accepts digits only and is limited to four digits in the UI.
Finance credit card workflows use active credit cards for selection. Inactive cards remain in historical records but are not intended for new activity.
Troubleshooting
Card label is required
Likely cause: The card label is blank.
Safe fix: Enter a recognizable label, such as the cardholder and last four digits.
Contact support if: A populated label is rejected.
A card is missing from Finance
Likely cause: The card is inactive or was not configured.
Safe fix: Reopen this screen and confirm the card exists and is active.
Contact support if: The card is active in settings but missing from Finance workflows.
I need to remove a card completely
Likely cause: The screen provides activate/deactivate, not delete.
Safe fix: Deactivate cards that should no longer be used for new activity.
Contact support if: A card was created in error and needs administrative cleanup.