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Navigation: Zetadocs Expenses System Settings Help

Payment Card Types

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Payment Card Types

Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings

note_image Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.

1 - This option is only available in the Essentials and Plus editions.

2 - This option is only available in the Plus edition.


A Payment Card Type specifies the settings which are used for all your corporate payment cards of a given type. You will typically need to configure one Payment Card Type for your bank card issuer/card type (e.g. HSBC Visa).

A Payment Card Type should be created prior to configuring Payment Method(s) for each of your corporate credit cards.

Creating and Managing

Create new Payment Card Types using the Add New Card Type button.

oManage Payment Card Types via the manage_icon icon located to the right of the list.


Enabling / Disabling

oBy default, any disabled payment methods are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Payment Card Types check box..

oPayment Card Types can be disabled via the Enable / Disable toggle.


Changing the Display Order

oPayment Card Types can also be promoted / demoted in the list by dragging the burger_menu icon located to the left of the payment card type.

oUse the Save button to save the list order. This order is then used in all Payment Card Type drop down selectors.