How to Link Corporate Cards in Expense?

After the bank’s approval for file transfer is granted, the connection to Expense will occur automatically.

Once the agreement has been submitted to the card issuer, you don’t need to do anything else—the card issuer will handle the rest. After the bank’s approval for file transfer is granted, the connection to Expense will occur automatically. Read more about this here.

Next Steps:

To activate the connection in Expense, cardholders need to make a purchase using the corporate card.

Administrator’s Responsibilities:

The administrator will then link the cards to the respective users in Expense:

1. Go to Manage > Cards.
2. Ensure that the card name matches the username under "Import."
3. Click on Import next to the option "imported on," or review all cards and select Import at the top.
4. On your to-do page, you'll find a blue box indicating that cards are available for import—click here for quick access.

Follow these steps for a smooth linking of corporate cards in Expense!