How to Use the Payment Cards Organizer

Last updated: 2025-05-26

Payment and Loyalty Cards Overview in Your Company

This Organizer is intended for office managers, accountants, or other employees with similar job descriptions responsible for debit or credit cards, benefit cards, who want to know their current state, who is using them, and their expiration date.

  • Credit cards
  • Debit cards
  • CCS
  • Benefit cards

Card information management, financial limits and where the card is used

Aptien has history logbooks for each item, and you can always find who had which card and when. Record information for each card:

  • Card number
  • Card issuer
  • Card assignment
  • Card's expiration date
  • Card's financial limitations
Handing over a card or ACH using a paper or digital transfer protocol

Managing Card Information, Spending Limits, and Usage Locations

Aptien allows you to store all the necessary information and history for each registered card, making it easy to track who was using which card and when. 

  • Basic card details, such as card number and provider (e.g., Visa, Mastercard)
  • Which employee is assigned to the card
  • Tracking card validity and expiration date
  • Overview of the card's spending limits
  • Where the card is used, such as payment cards for subscriptions, cloud services, or other online services
  • Overview
Credit cards organizer