As an admin, you deal with multiple corporate credits cards being used in your organization, making sure to assign the right card to each employee and reconciling transactions against each card. As the number of credit cards grows in your organization, it might get difficult to identify cards easily using only the card digits, especially when cards have similar numbers!
In order to easily identify cards on Fyle, you can add nicknames to them. Please note: while only admins can add nicknames to corporate cards on Fyle, these nicknames are visible to the card assignees as well.
Steps to add a nickname
From the left panel, go to Corporate Cards > Manage Cards.
Click on the card to which you want to add a nickname.
Click on the Add Card Nickname button.
Enter the nickname you want to add to the card. Click on Save to successfully add the nickname.
You can now see the card nickname under the card number on all pages in Fyle.
Steps to edit or remove a nickname
From the left panel, go to Corporate Cards > Manage Cards. Click on the card for which you want to edit or remove the nickname.
To edit the nickname, click on Edit Card Nickname from the dropdown. Enter the new nickname and click on Save to confirm the action.
To delete the nickname, click on Remove Card Nickname from the dropdown. Click on Remove to confirm the action.
Steps to search for expenses using card nickname
When you want to find expenses associated with any corporate card, you can search for them using the card nickname.
Option 1: Using search bar
On the Company Expenses page (or any other page), type the card nickname in the search bar. This will load a filtered view of all the expenses associated with the card you are looking for.
Option 2: Using filters
On the Company Expenses page (or any other page), apply a filter using the card nickname. This will load a filtered view of all the expenses associated with the card you are looking for.
