Corporate Cards
Form ID: (CA202500)
You can use this form to create a new corporate cards and to view the details of an existing corporate card. You can associate the corporate card with multiple employees that can use the corporate card. For more information, see Use of Corporate Cards in Expense Receipts.
This form is available if the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
You can use the elements of this area, described in the following table, to provide general settings for a new corporate card, or you can select an existing corporate card and view or edit its settings.
| Element | Description |
|---|---|
| Corporate Card ID | The unique identifier assigned to the corporate card in accordance with the Corporate Card Numbering Sequence specified on the Cash Management Preferences (CA101000) form. |
| Branch | The branch to which the corporate card is assigned. |
| Name | The name of the corporate card. |
| Card Number | The number of the corporate card that is used for matching transactions on a bank statement. This number can be the last four digits of the card number. |
| Cash Account | The cash account of the corporate card. The cash account must be associated with the selected branch on the Cash Accounts (CA202000) form. |
| Active | A check box that indicates (if selected) that the corporate card is active and can be selected on data entry forms. |
Table
This table includes all the employees that can use the corporate card.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Employee ID |
The identifier of the employee associated with the corporate card. If the Multiple Base Currencies feature is enabled on the Enable/Disable Features form, you can associate an employee with the corporate card only if the employee is assigned the same base currency as the base currency of the cash account assigned to this card. An employee's base currency is specified on the General Info tab (Employee Settings section) of the Employees (EP203000) form. |
| Employee Name | The name of the employee. |