Card and property defaults

Defaults fill in coding that never changes, so nobody has to pick it.

Card default property

Give a card a property and every new charge on that card is allocated to it. This works for Accountable cards, Ramp cards and connected bank cards. Use it for on site staff, building cards and cards used for a single owner.

1. Go to Cards and open the card.
2. Choose the property.
3. Save.

Cardholders can still change the allocation on the text link if a purchase was for somewhere else.

Property class, department and location

On the Properties page, set the accounting class, department and location for each property. When someone picks that property on a transaction, those fields fill in automatically if they are empty.

Memo settings

Under Settings > Integrations > Accounting:

• Include Property Name in Memo adds the property to the memo in your accounting system.
• For Track accounts, you can add the Track work order to expense and bill memos.

PMS settings let you add the merchant name and the cardholder's notes to the owner facing description.

Order of operations

1. Card defaults and property defaults
2. Accounting rules
3. AI vendor matching
4. Your team's review