The Cards & Accounts settings page is where you can add and manage your cards and accounts.
Connecting an Account
To connect an account, click the Connect Account button at the bottom of the page and log in to your bank or financial institution.
Account Types
There are two types of accounts: single-card accounts and multi-card accounts.
Single-card accounts have one credit or debit card associated with them. All transactions belong to that single card.
Multi-card accounts have multiple credit or debit cards associated with them (i.e. subaccounts), and transactions can belong to any of those individual cards.
We’ll automatically detect the account type for you, but you can manually change it:
Click the dropdown on the right side of the account row.
Select Edit.
Toggle the Has Sub Accounts checkbox.
Managing Subaccounts
For multi-card accounts, you can view and manage sub accounts by clicking the caret to the left of the account name.
For multi-card accounts, notifications and cardholder assignments must be managed individually for each sub account.
Assigning Cardholders
You can assign cardholders to either an account or a sub account using the dropdown on the right of the account name.
Assigned cardholders will be able to:
View all transactions for that account/subaccount
Upload receipts for those transactions
Notifications
Use the toggle to the right of the cardholder dropdown to enable or disable daily receipt reminder emails.
When enabled, all assigned cardholders will receive a daily email if there are transactions missing receipts.
