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Dealing with company credit cards

Setting up the card
Clever Accounts will treat a credit card as a normal bank account.  Follow the guide on setting up a bank account and create the account.

As credit cards do not normally have a 8 digit account number you will need to enter the last 8 digits from the long number on the front of the credit card into the account number field.

Making payment using the card
Making payments from the card is straight forward.  As some credit card providers will allow you to download a csv file, you can import the transactions into Clever Accounts quickly and easily.

Alternatively, enter the transactions manually using the bank payments and receipts function.

Paying off the card using a bank account
When you pay off the credit card from an account already on the system you should make a transfer from the bank account to the credit card account for the relevant amount.

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