Credit Card Troubleshooting

Small Business Finicity Tool

Missing Transactions

To Resolve:

Step 1: Access Get Card Transactions

Step 2: Re-establishing the link to recover your expenses: https://help.certify.com/hc/en-us/articles/115000695973-Re-Linking-a-Credit-Card-When-Recovering-Expenses

Step 3: Delete/re-add card your card to your account.

Step 4: Submit a ticket to Support with recent transaction examples such as date vendor or amount.

Connection Issue

To Resolve:

Step 1: Re-establishing the link to recover expenses: https://help.certify.com/hc/en-us/articles/115000695973-Re-Linking-a-Credit-Card-When-Recovering-Expenses

Step 2: Delete/re-add card to your account.

Step 3: Submit a ticket to Support outlining the issue and details of the card in question.

Discrepancy in Transactions Reported

To Resolve:

Step 1: Submit a ticket to Support outlining the issue and the details of the card in question. Also submit the transaction details and bank statement if available.

Corporate Credit Card Integration

Missing Transactions

To Resolve:

Step 1: Access My Imported Card Transactions: https://help.certify.com/hc/en-us/articles/115002641934-Creating-New-Expenses-from-My-Imported-Credit-Card-Transactions

Step 2: If you're still missing transactions, submit a ticket to Support with some recent transaction examples such as date, vendor, or amount.