In order to add a new credit card to Crunch, you’ll need to navigate to the ‘Banking Dashboard’.
Once you’re here, use the blue ‘+new credit card’ button in the “Credit Card Accounts” section:
Using this button will bring you to the “new credit card” form where you can enter the details of the credit card you wish to add.
Firstly you’ll need to enter a display name to help you identify this card in the future, and try to make it easily identifiable should you have multiple credit card accounts.
You’ll also need to choose a ‘type’ of credit card, for example Visa or American Express.
You’ll then also need to add the last four digits of the card number as a further means of identification, before clicking ‘save credit card’:
Please remember: The credit card needs to be in the company name, you should never add any personal credit or debit bank accounts to Crunch.
We will require your credit card statement(s), showing your transactions and balance(s), as of your company year-end date. We need this to prepare your company accounts.
We advise downloading and saving these on a monthly basis, sometimes banks won’t provide electronic copies dated older than 3 months and this can cause delays in the production of accounts, which we absolutely want to avoid