You can connect your business Visa or Mastercard card to Expend and create expenses from transactions in a few simple steps.
Before you start
Ensure that online transactions are enabled for your card. This is needed for card verification.
Only transactions done after connecting the card will be imported. Earlier transactions cannot be imported.
Adding your card
In the web app
In the menu on the left, click Cards, and then click Connected Cards.
Click Connect Card.
Read the guidance and tap Continue on both pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and click Connect.
Once authentication is completed, you are all set! Click Done to finish.
Inbox users
In the sidebar menu on the left, go to CARDS & PAYMENTS and click Connected Cards.
Click Connect Card.
Read the guidance and tap Continue on both pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and click Connect.
Once authentication is completed, you are all set! Click Done to finish.
Your card will be shown on the Connected Cards page (refresh the page if necessary).
In the mobile app
On the Cards screen, go to Connect a new card. (If you already have other cards, swipe from right to left).
Tap the + icon.
Read the guidance and tap Continue on both pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and click Connect.
Once authentication is completed, you are all set! Click Done to finish.
Managing your expenses
Please see the following article: Raising expenses from business card transactions
Since they are raised from a card managed within Expend, these expenses are classified as expense reports. Once created, they are listed on the My Expenses page, and can be managed in the same way as all your other expenses.
Removing your card
Please note:
After removing a card, you will no longer be able to raise expenses from existing card transactions, even if they were done before the card was deleted. Please ensure all expenses have been raised before deleting your card.
You can add the same card again after removing it. However, transactions done during the time that the card wasn’t connected will not be imported.
In the web app
In the menu on the left, click Cards, and then click Connected Cards.
Find your card and click the Delete button.
Inbox users
In the sidebar menu on the left, go to CARDS & PAYMENTS and click Connected Cards.
Find your card and click the Delete button.
In the mobile app
On the Cards screen, go to your card and tap the Unlink Card button.
Reconnecting an existing card
If you connected your card before mid-2024, you may be prompted to reconnect it. It is essential to reconnect your card o that you don't miss out on important updates. Reconnecting your card ensures that you stay updated with real-time transactions, so that you can continue to effortlessly track your expenses.
In the web app
In the menu on the left, click Cards, and then click Connected Cards.
Go to the card you need to reconnect and click the Reconnect button.
Read the guidance and click Continue on the pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and click Connect.
Once authentication is completed, you are all set! Click Done to finish.
Inbox users
In the sidebar menu on the left, go to CARDS & PAYMENTS and click Connected Cards.
Go to the card that you need to reconnect and click the Reconnect button.
Read the guidance and tap Continue on both pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and click Connect.
Once authentication is completed, you are all set! Click Done to finish.
In the mobile app
On the Cards screen, go to the card you need to reconnect.
Tap the Reconnect Card button.
Read the guidance and tap Continue on both pop-ups that open.
Enter your card details, ensure that the checkbox is selected, and tap Connect.
Once authentication is completed, you are all set! Tap Done to finish.