If your company has issued you a corporate card(s), you can manage them on Fyle.
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You can add your corporate cards, sync your transactions, view the expenses created from them, and disconnect the cards.

You can add your corporate card by following these steps on Fyle web app:

Please follow the steps mentioned here if you are eligible for Visa RTF and have Visa Cards.

Please follow the steps mentioned here if you are eligible for Mastercard RTF and have MasterCard.

Note: If the Manage Corporate Cards page isn't visible to you on Settings, it's possible that your company has not opted for direct card feeds. Please contact your account admin to have this enabled.

If you have other cards and/or are not eligible for Real-Time Feed with Visa or Mastercard, you can proceed to select the bank and log in to your bank portal.

After you enter the card number and click on "Add," on the next screen, you can select the bank corresponding to your corporate card and log in to your corporate card account.

Note: If you are not able to log in to your corporate card account for some reason (e.g. if you do not remember your username or password), you can reset your password or contact your account admin for help in regaining access to your card account.

On the next screen, you will be shown the card accounts you are importing. Confirming this will complete the process of linking your card.

With this, your card is successfully linked to Fyle. You can complete the expenses as needed and submit them for approval.

Note: If you have opted for an additional layer of security for your corporate card account (security key or one-time password), then Fyle will not be able to automatically fetch your card transactions. Instead, you will be required to refresh your card expenses periodically from the Tasks section on your Fyle web dashboard.

That's all! Your corporate card is now directly added to Fyle.

If you face any issues getting to this point, please write to us at [email protected].