When using Get Card Transactions from your My Certify Wallet, you can re-establish your credit card link from within the Import Personal Card Transactions error page. This article shows you how to re-link your credit card when recovering expenses.
Step 1: From the Import Personal Card Transactions page, choose Click here to re-establish a link to your credit card account. The Add Small Business Credit Card Wizard opens.
Step 2: From the Add Small Business Credit Card Wizard, notice the process begins with Step 2 and your Financial Institution is already selected.
Step 3: Enter your Banking User Id and Banking Password, then click Next.
Step 4: Click Finish to complete the credit card linking process.
The re-linked credit card displays on your My Accounts page as usual.
Expenses from this card now automatically import into your My Certify Wallet.