Credit card import scenarios

Below are typical scenarios you may find when setting up credit card import settings.

 

Scenarios Description Settings
Scenario 1

One Credit Card in Ajera assigned to one Employee in Ajera.

Import file contains information for only this card.

  • Credit Card = Wells Fargo PDH
  • Employee Pat Hill
  • Assigned Wells Fargo PDH
  • Cardholder Name = Name on Card

 

  • Import Settings set up for Wells Fargo PDH
  • Cardholder Name is NOT required

 

  • Import file contains charges only for Pat’s card
  • Enter Employee, Credit Card and select file in Manage> Import Credit Card
Scenario 2

One credit card in Ajera assigned to multiple employees in Ajera.

Each employee has their name on the credit card.

Import file contains information for all employee charges on this card.

  • Credit Card = Wells Fargo
  • Employees Pat Hill, Jan Engstrom and Christopher Meehan
  • Assigned Wells Fargo credit card
  • Cardholder Name = Name on Card (Pat Hill, Jan Engstrom & Chris Meehan)

 

  • Import Settings set up for Wells Fargo
  • Cardholder Name is required

  • Import file contains charges for Pat, Jan & Chris
  • Enter Credit Card and select file in Manage> Import Credit Card
Scenario 3

One credit card in Ajera assigned to multiple employees in Ajera.

Each employee has a card with the company name on it.

Import file contains information for all employee charges on this card.

  • Credit Card = Wells Fargo
  • Employees Pat Hill, Jan Engstrom and Christopher Meehan
  • Assigned Wells Fargo credit card
  • Cardholder Name = company name (Accutera Architects)

 

  • Import Settings set up for Wells Fargo
  • Cardholder Name is required

 

  • Import file contains charges for Pat, Jan & Chris
  • Enter Credit Card and select file in Manage> Import Credit Card

In this scenario, Pat, Jan, and Chris will see all charges for the account
Scenario 4

One credit card in Ajera assigned to one employee in Ajera.

Each employee has a card with their name on it.

Import file contains information for all employee charges to these multiple credit cards.

  • Credit Card = Wells Fargo PDH, Wells Fargo JE, Wells Fargo CEM
  • Employees Pat Hill, Jan Engstrom and Christopher Meehan
  • Pat assigned Wells Fargo PDH, Jan assigned Wells Fargo JE, Chris assigned Wells Fargo CEM
  • Cardholder Name = Name on the card

 

  • Import Settings set up for Wells Fargo and assigned to each Wells Fargo bank account
  • Cardholder Name is required

 

  • Import file contains charges for Pat, Jan & Chris
  • Enter Import Settings and select file in Manage, Import Credit Card