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
To open a payment account for your company, you must be a beneficial owner of your company (person owning at least 25% of the company) or have a power of attorney from a beneficiary. The procedure that you need to follow is explained in the following help sheet: Opening a payment account.
The process has access to its progress.
Once the account is opened, the other employees who would like to open and manage it will have to verify their identity then wait for the person who opened the account to give them access.
2- Configure the chart of accounts and the lines in the export
With Cleemy Payment, each transaction made with a Cleemy card is recorded. 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, the managers must first create one or more card profiles to define the rules associated with the cards (upper limit, physical card delivery, automatic blocking for unjustified spending or improper use...) 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.
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 process is described in the following help sheet: Activation and management of permanent-use cards.