Setting up Cleemy Payment

Before you get started

Cleemy Payment enables you to open a payment account in your company's name and make payment methods available to your employees.

Follow the steps below to use it within your company.

1- Open a payment account

In order to open a payment account for your company, you must be a beneficial owner (a person owning at least 25% of the company) or have power of attorney from a beneficiary. The procedure that you need to follow is explained in the following help sheet: Opening a payment account.

When opening an account, only the employee who started the process has access to the progress. Once the account has been opened, other employees wishing to view and manage it must verify their identity and then wait for the person who opened the account to give them access.

2- Set up accounting codes and line items

When you use Cleemy Payment, every transaction made with a Cleemy card is accounted for. An entry is made between your "Cleemy account" and a "reconciliation account" which you can add for all your employees. This entry will be exported to your accounting system from the Cleemy Expenses accounting export.

In order to benefit from these entries, you need to create accounting codes for the two previous accounts in your accounting system, enter them in Cleemy and add the transaction lines to your accounting export. The procedure you need to follow is explained in the following help sheet: Accounting management of Cleemy card transactions.

3- Assign permanent cards

In order to assign a card to an employee, managers must first create card profiles specifying the rules associated with the card (upper limit, physical card delivery, etc.) and then assign these profiles to the employees concerned. The procedure you need to follow is described in the following help sheet: Activation and management of permanent-use cards.

Once a profile has been assigned to an employee, the manager must wait until the employee has completed their profile in Cleemy Expenses before activating the card.

4- Activate permanent cards

Once the employee's profile has been completed, the card to be activated can be found in the Card Activation tab of Cleemy Payment. The procedure you need to follow is described in the following help sheet: Activation and management of permanent-use cards.

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