As an administrator, you will be able to track credit transactions that have been credited back to the employee's respective corporate credit cards as well. In order to take the credits into account, the credits must come in via the Bank's Statement upload or Data feed.
Here is an example where the credits are denoted with a negative sign in front of them:
The credits on your bank statement can be denoted by a positive or negative sign, while uploading the statement make sure to select your debit convention correctly.
Once the transactions are in Fyle, you can find a list of them under Corporate Cards and select Transactions.
Credit transactions will have the amount displayed in green followed by a CR.
Debit transactions will have the amount displayed in black followed by a DR.
If there are any unassigned cards that have credit transactions, you can view them under Corporate Cards.
Select Manage Cards and switch to the Unassigned Cards tab.
Click on the Assign card option.
You can assign the transactions to an employee by selecting them using the checkbox and clicking on Assign Transactions.
Once the transactions are assigned they will be visible on the Transactions page under Corporate Cards mapped to the relevant employee.
To learn more about how to upload statements, click here.
Feel free to reach us at [email protected] for more information.