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Administrator Guide
Last Updated: 2023-06-23
Change Cardholders on Expense Credit Cards

Change Cardholders on Expense Credit Cards

Create:
  • Worker credit cards with a corporate account card issuer.
  • Transactions to upload on expense reports.
Security:
Set Up: Credit Card
 domain in the Common Financial Management functional area.
You can change the cardholder on the account if the cardholder on a credit card is incorrect. You can also move credit card transactions to another credit card associated with the same or a different cardholder.
  • Change cardholder on a credit card account:
    1. Access the
      Find Credit Cards
       report.
    2. Select
      Credit Card
      Change Cardholder
       from the
      Credit Card
       related actions menu.
      The related actions menu displays when:
      • Worker credit card has no credit card transactions. Once the credit card has 1 expensed transaction, Workday will no longer change the worker on the credit card.
      • All credit card transactions on the credit card are in
        New
        ,
        Closed
        , or
        Do Not Show
         status.
      • Assigned credit card belongs to an inactive cardholder and the same cardholder has another active profile in Workday. Example: cardholder changes from Contingent Worker or External Committee Member to an Employee (or the other way around).
    3. In the
      New Cardholder
       field, select the cardholder to associate with this credit card account. For nontokenized American Express (AMEX) and Mastercard cards, Workday automatically updates the integration reference ID with the new cardholder ID.
    4. In the
      Update Expense Payee
       section, determine whether to assign all or only unassigned nonexpensed transactions to the configured cardholder.
  • Update information on a credit card account:
    1. Access the
      Edit Credit Card
       task.
    2. Update information, such as the
      Cardholder Embossed Name
      ,
      Monthly Limit
      , and
      Cash Access Allowed
      .
  • Move credit card transactions to a different credit card:
    1. Access the
      Find Credit Cards
       report.
    2. Select
      Credit Card
      Move Credit Card Transactions
       from the
      Credit Card
       related actions menu.
    3. In the
      New Expense Credit Card
       field, select the credit card for the transactions to move or create a new worker credit card.
    The related action displays only when:
    • The credit card has transactions.
    • There are other credit cards with the same corporate credit card billing account.
    • The cardholders match.
  • Change credit card for credit card transaction:
    1. Access the
      Find Credit Card Transactions
       report.
    2. Select
      Credit Card Transaction
      Change Credit Card
       from the
      Credit Card Transaction
       related actions menu.
      You can change the cardholder to the same or a different cardholder.
      The related action only displays if the transactions are
      New
       and the credit cards belong to the same corporate billing account.
    3. In the
      Credit Card Transaction Assignee
       section, consider updating the assignee of the transaction to the newly assigned cardholder.
You can find credit card transactions in
New
 status in the configured credit card transaction assignee.
Contact your corporate card account issuer to request changes in cardholder information associated with this worker credit card.