Adding a Credit Card

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Certify offers a credit card integration feature that automatically imports business expenses into your Certify Wallet for inclusion in your expense reports. This article shows you how to set up the credit card integration feature for your account.

Step 1: On your account homepage, select My Account.

Step 2: On the Account Settings tab, next to Add Credit Card, select a card type from the dropdown menu, and enter your credit card number in the field provided. Click Save to continue.

Please Note: If you are using a corporate card provided by your organization, you have completed all of the steps for adding a credit card to your Certify account. If you are using a small business credit card, continue on to Step 3 below.

Step 3: After you click Save, the Add Small Business Credit Card Wizard will be invoked. On the next page, search for and select the financial institution associated with your credit card. Click Next to continue.

 

Step 4: On the next page, enter the username and password you use for the financial institution you selected.

 

Step 5: On the last page, you will see the most recent credit card transactions for your credit card. If you have more than one account with the selected financial institution, you will need to select the correct credit card by reviewing the most recent transactions listed. Only select My Card is the Master Account if you can see other cardholder’s transactions when viewing your online statement. Click Next to complete the credit card addition process.

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Comments

  • Avatar
    Nurys Barrera

    Can you save more than one credit card in your Certify Account?

  • Avatar
    Kamara McGlorn

    Hello Nurys,

    Yes, you can have more than one credit card saved in your Certify Account.

    -Certify Support

  • Avatar
    Matt Norwood

    I've added my credit card and those expenses are not showing up in my wallet. What do I need to do to make it sync?

  • Avatar
    Candice Camfferman

    Hello,

    Certify allows users the ability to import their own missing expenses. To import missing credit card expenses, start by opening your Certify Wallet. At the bottom of the Certify Wallet page, click the Get Transactions button. This will allow you access to your transaction history where you can select missing expenses and import them to your Certify Wallet. If the connection to your card is no longer valid, you may be prompted to re-enter your online banking login credentials.

    -Certify Support

  • Avatar
    Matt Norwood

    So I have my card active in my wallet and every time I hit the Get Transactions button I get the following error message:Import Personal Card Transactions

    Select any missing transactions that you would like to import into your Certify wallet.

    An error occurred while retrieving transactions for this account.

    Click here to re-establish a link to your credit card account.

    I have re-establish the link twice and it still gives me the same error message.

  • Avatar
    Candice Camfferman

    Hello,

    I will follow up with you via email for more information.

    -Certify Support

  • Avatar
    Louise Basore

    Hi, I am trying to set up my credit card but when I log in to the credit card site and then type in my security question answers I am getting a log in failed response. I have gotten this several times and for all 3 of my security questions. Any idea why the connection won't go through? It is obviously getting to my information on the credit card side since it is sending me my specific questions.

  • Avatar
    Jillian McLeod-Tardiff

    Hi Louise,
    I will reach out via email to provide assistance specific to your case.
    -Certify Support

  • Avatar
    Louise Basore

    Thank you.

  • Avatar
    Jnamovich

    Why can I only add a VISA card? There are no more selections to pick from on the drop down box

    Edited by Jnamovich
  • Avatar
    Kimberly Glenn

    Hello Jim,

    Companies internal System Administrators set up the types of cards that can be used by their users. For any questions regarding the card type, please contact your System Administrator.

    -Certify Support

  • Avatar
    Dean Durnford

    If I am using a company corporate card then I select non reimbursable since the company is paying for the expense correct? And the approved amount is paid directly to my corporate card by the company?