How to Manage Credit Cards

Use this workflow to add, edit, deactivate, or reactivate corporate credit cards used by PAX credit card workflows.

When to use this workflow

Use this workflow before recording credit card expenses or reconciling statements for a card that should be selectable in Finance.

Before you start

You need:

• admin or executive access.
• A clear card label.
• Optional cardholder name.
• Optional last four digits.

Do not enter a full credit card number. This screen stores only the label, cardholder, and optional last four digits.

Screen path

Dashboard > System Settings > Accounting > Credit Cards

Add a card

1. Open System Settings.
2. In Accounting, select Credit Cards.
3. Select Add Card.
4. Enter Card Label.
5. Enter Cardholder Name if helpful.
6. Enter Last 4 Digits if helpful.
7. Select Add Card.

Edit a card

1. Find the card row.
2. Select Edit.
3. Update Card Label, Cardholder Name, or Last 4 Digits.
4. Select Save Changes.

Activate or deactivate a card

1. Find the card row.
2. Select Deactivate to stop using the card for new activity.
3. Select Activate to make an inactive card available again.

What happens behind the scenes

PAX creates or updates a credit card record. Active cards are available to finance credit card workflows. Inactive cards remain visible in this settings screen and remain linked to historical records.

The last-four field is cleaned in the browser so only digits are entered, up to four digits.

Related docs

• Credit Cards Settings Overview
• Finance Credit Cards Overview
• How to Record Credit Card Expense
• How to Manage Credit Card Statement