The next step for customers whose Commercial Tier corporate credit card SFTP feeds have been set up by our Support team is to assign the cards and, if your organization has a sync set up with your accounting software, map to one or more card feeds.
- Business Tier customers, who are able to add corporate card programs themselves, may refer to Connect a Business Tier Corporate Card Program for details on assigning and mapping corporate cards.
1. Assign Cards to Users
There are two ways you may assign cards: from the Team Cards screen or from the Card Programs screen. There is no difference in functionality between the two pages, just in the arrangement of the user-interface. See Assign Corporate Cards to Users for complete details.
2. Auto-Match Corporate Cards
The Auto-Match Corporate Cards feature allows Emburse Spend to match the information we receive from third-party card programs to the names of Emburse Spend users.
Emburse Spend uses the data we have for each user's First Name and Last Name on the People screen to match the information of an issued card from the card provider.
For more information, please see Auto-Match Corporate Cards.
3. Sync Corporate Card Expenses to Accounting Software
If you have a sync set up with your accounting software, you can choose to connect to one or more card feeds.
To set up card feeds:
1. Click the Gear in the top right corner to open the Company Settings screen.
Gear in the top right corner to open the Company Settings screen.2. In the sidebar, select Accounting Sync.
3. Select the type of sync you would like to set up.
One Card Feed
If you have one card feed in your accounting system, select the second option and it will automatically populate.
Multiple Card Feeds
If you have multiple card feeds in your accounting system, select the third option. You will need to map each card to the correct feed.
Click None to view a drop-down menu of available card feeds. Click Save once each card is mapped.
Now transactions will be synced into your accounting software once they are approved by an admin and automatically matched to the card feed. Selecting your card feed here is required for the sync to match transactions to the correct card feed in your accounting platform.