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.