1.  Credit Card Profile Setup


The Credit Card Profile function associates a particular credit card number to the respective user in Gorilla Expense. With the help of this association, when corporate card transactions are automatically imported, they can be made available to the respective users. In addition, the credit card profile allows the admin user to define any default coding (Dimension / segments such as default department, division etc) that needs to be applied to the imported credit card transactions – This way the user will save time while completing the expense coding. 

 

Click on the "Settings" tab --> select the "Credit Card Profiles" as shown below.



It will show you the list of users with their Credit Card profiles. 



If you want to create a new credit card profile then click on the "Create New button" as shown below.



 Fill-up the required fields and click on the "Create" button as shown below. The fields shown on your Create Credit Card profile can be different as compared to what is shown below. Typically, fields enabled in your environment will show up here, so that you can default them and save user time from having to enter them again. 



The fields are described below:


i. User Name (Required): This is the user name as defined in the system 


ii. Profile Name (Required): This is the profile name 


iii. Bank Name (Required): This is the bank name as defined in the system


iv. Account Type (Required): This is the account type 


v. Account Number (Required): This is the account number


vi. City (Optional): User can enter the details


vii. Default Currency (Required): This is as configured under Masters-> Currency


viii. Default  Pay Method (Required): This is configured under Masters-> Pay Method


ix. Other Comments (Optional): field for additional comments


x. Not Reimbursable (Optional): Whether this profile is not reimbursable 


xi. Default Profile (Optional): Whether this account should be made default


xii. Company (Optional): If this field is enabled User can provide a default value that will be populated when a transaction is imported from the bank field


xiii. Cost center (Required): If this field is enabled User can provide a default value that will be populated when a transaction is imported from the bank field


xiv. Credit Card Scheme (Optional): To select the added scheme.



The newly created credit card profile will be get displayed on the credit card profile list.