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Assigning Additional Card Members' Cards
Assigning Additional Card Members' Cards

Assign Additional Card Members' Cards to the Additional Card Members and monitor their settled transactions history in Payhawk.

Updated over 4 months ago

If your Main American Express Cards have Additional Card Members' Cards, you can assign the Additional Cards to their Additional Card Members in Payhawk. In this way, you'll be able to view their transaction history and monitor any future transactions through Payhawk.

Only Main American Express Cards can be linked to Payhawk. Additional Cards cannot be linked directly to the system but can be assigned to their Additional Card Members.

Transaction history of your assigned Additional Cards

  • Payhawk syncs only settled transactions. As settlement may take up to 30 days, delays in updating the transaction history of your assigned Additional Cards are possible.

  • When an Additional Card has been assigned to the Additional Card Member in Payhawk, the system will sync its past settled transactions for the current month. For example, if you assign the Additional Card on 17 August, Payhawk will sync its past settled transactions for the 1-17 August period.

Assigning Additional Cards

To assign an Additional Card Member's Card in Payhawk:

  1. Go to the Cards > Linked cards tab. Payhawk will display a prompt for any unassigned Additional Card Members' Cards of the Main Card.

  2. Click on Resolve.

    Alternatively, under the Additional Card Members tab, you can see a list of unassigned Card owners. Click on Assign against the desired Card.

  3. In the dialog that opens, select the Additional Card Member.

  4. (Optional) Provide a name for the Card.

  5. Click on Assign. As a result, the assigned Card will be listed under the Additional Card Members tab of the linked Main Card.

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