There might be a time when your corporate card(s) are inactive or no longer used, and you want to remove them from Fyle. While you can't hide the cards, you can delete them permanently from Fyle.
Follow the steps mentioned below:
Go to Corporate Cards > Manage Cards from the Organization view.
Open the card you want to delete from the Assigned or Unassigned sections.
Click on the delete icon to delete the card.
Click on Yes in the confirmation message to proceed.
After clicking Yes, you'll be redirected to a screen where you either need to enter the Bank Name or the last 4-digits of the Card number to confirm the deletion.
In this example, you need to enter the last 4-digits of the card number and click on Delete.
In the below example, you need to enter the bank name of the card to proceed with the deletion.
You can delete the card if the corresponding expenses created from transactions aren't reported. If the card has a couple of reported expenses, then deletion of the card will delete all the unreported expenses created from the transactions and any unassigned transactions.
Note:
This action can't be undone. Please be cautious while deleting the cards, as it will erase all of Fyle's data (transactions, expenses). Fyle can't retrieve the card data after it is deleted.
You can delete the card if the corresponding expenses created from transactions aren't reported. Please reach us at [email protected] for more information.
If the card you're deleting is enrolled with the VISA Real-time feed, then your employees need to connect and verify it again if the deletion is accidental.
Feel free to contact our support team at [email protected] for further information or issues with the deletion of cards.