Please note that after you successfully add a card, it can take several hours for your transactions to import. To complete the linking process, you need to indicate how far back you want us to import your transactions, and whether you want a daily reminder of new card transactions. Abacus processes next-day reimbursements, enforces your expense policy, reconciles corporate cards, and syncs with your accounting software. By leveraging the data collected as expenses are submitted, managers get instant visibility into employee spend. In order to import your transactions, you will have to log in with the online account that you use to manage your Card. Abacus is replacing the expense report with the first real-time employee expense solution. Here you will be selecting the bank that issued your credit card to begin the process. Navigate to your Cards tab in your navigation bar and select Add Personal Card.
#Abacus expense how to#
How to connect your personal credit card to Abacus If you are unable to find a connection that works for your card you can Create and Submit Reimbursable Expenses manually. To add in bulk, click Bulk Add and input the list of items in the text box.
To add manually, input the item names in individual fields, clicking Add New Field Item to include additional options.
Personal card integrations that initially integrate successfully may be disrupted or cease to integrate later on due to changes at the financial institution or integration service provider.ĭue to the myriad of institutions and card types, and because the integration service runs through another provider on the back-end, it is not possible for us to offer technical support for personal credit card integrations. Locate the Expense Field on the Expense Fields page of your Company Settings. This article will review how to connect your personal credit card to Abacus and how to expense a personal card transaction from your card feed.Īlthough thousands of institutions are available to connect with, please note that not all credit cards will integrate successfully. We'll auto-populate the amount, merchant, and date of the transaction so that you don't have to fill those fields out. We'll import all transactions made on the card (only you will be able to see or expense them), and each transaction will be listed in your card feed. In order to make it as fast and easy as possible to submit expenses through Abacus, you have the option to link a personal debit or credit card to Abacus.
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