In case you have corporate credit cards that were connected to Fyle but are not being used or are inactive, you can delete the cards from Fyle permanently.
Deleting a corporate card is a permanent and irreversible action.
This action can be carried out only if have the Admin or Finance role for your organization.
You can follow the steps mentioned below to delete a corporate credit card:
From the Organization view, select Corporate Cards from the left-hand side panel and click on Manage Cards from the drop-down.
You can delete cards that are assigned or unassigned to employees. Select the relevant tab based on the assignment status of the card. Click on the card.
Click on the required card and select the drop-down arrow on the top right corner of the card details. Select Delete Card from the list of options.
Deleting a card is possible if the corresponding expenses created from transactions are not yet submitted for approval. If the card has a couple of Submitted, Approved, Processing or Closed expenses, it cannot be deleted. This is because it can lead to bad data within the organization.
In the pop-up box that opens, click on Yes, Continue to confirm with proceeding to delete the card.
Lastly, enter the last four digits of the card number, do not add any spaces before or after the number. Click on Delete card to confirm.
The corporate card will be successfully deleted from your organization's account.
If a card that is enrolled with the VISA/Mastercard Real-time feed is accidentally deleted, to add the card back to Fyle the user will have to add their card to Fyle once again.
To learn more about re-assigning corporate credit cards, click here.
Feel free to contact our support team at [email protected] for further information or issues with the deletion of cards.