To create YPF on the Road cards, go to Admin > Corporate Cards > Card.
Once inside, the following screen will be displayed, from which you can manage the creation of new cards.
Important:
The number of cards to create will depend on how the client contracted the service with YPF on the Road:
If the client receives a single monthly statement, only one card should be created.
If the client receives two monthly statements, two cards should be created, corresponding to the first and second half of the month.
We click on the + button located in the upper right corner to add a new card.
Clicking it will open a new screen where you must complete the required fields, identified with an asterisk (*).
In this case, you must select the "YPF en Ruta (.xlsx)" template.
Once the information is complete, click Save. The system will redirect us to the corporate cards screen, where the loaded cards will be displayed, as shown below.
From this screen, you can perform the following actions.
+ Button: Create a new corporate card.
Edit
Allows you to modify an existing card.
Delete
Allows you to delete a previously loaded corporate card.
Important:
The consumption file corresponding to the period must be downloaded from the YPF on the Road platform.
For more information, see the [Corporate Card Statement Upload] instructions guide.
When you perform the import, the system will process each record in the file, validating the user's CUIL number and automatically matching each corresponding consumption entry.
For more information, see the [Users] instructions guide.
