Manage Cards

In this help document, you’ll learn the actions you can perform to manage your personal and corporate cards.

Edit a Card

You can edit the details of a card in Zoho Spend. Here’s how:

Go to Cards on the left sidebar.
Click the personal or corporate card for which you want to edit the details.
Click the More icon in the top right corner and select Edit.
Make the required changes and click Save.

Mark a Card as Inactive

Note: Real-Time Feeds enabled cards cannot be marked as inactive.

To mark a card as inactive:

Go to Cards on the left sidebar.
Click the personal or corporate card you want to mark as inactive.
Click the More icon in the top right corner and select Mark as Inactive. The card will be marked as inactive.

Mark a Card as Active

You can mark an inactive card as active. Here’s how:

Go to Cards on the left sidebar.
Click the inactive card you want to mark as active.
Click the More icon in the top right corner and select Mark as Active. The card will be marked as active.

Delete a Card

Note:

Please contact support@zohospend.com to delete cards for Real-Time Feeds enabled cards.
For Direct Feed Integration enabled cards, you need to delete the expenses created for the card transactions to delete the card.

You can delete a card permanently from Zoho Spend. Here’s how:

Go to Cards on the left sidebar.
Click the personal or corporate card you want to delete.
Click the More icon in the top right corner and select Delete.
In the pop-up that opens, click Delete again to confirm your action.