Import credit card transactions directly into Expense Management

In Expense Management, you have two options when importing credit card transactions. You can have your credit card transactions imported automatically, meaning you will receive transactions from your bank or credit card daily on a daily basis, or you can do it manually.

Having your credit card transactions automatically imported directly into Continia Expense Management is the straightforward way to optimize your business. It helps you keep track of all employee expenses and credit cards and is by far the easiest way to get your transactions into Microsoft Dynamics 365 Business Central.

Your options for importing credit card transactions into Expense Management depend on what credit card(s) you use in your organization. Continia supports all major credit cards, including Mastercard, Visa, and American Express, as well as many other types of cards. To learn more about the various options and find out what must be done to set everything in motion, select your type of credit card below:

• Activating credit card agreements
• American Express
• Mastercard
• Visa
• Other cards

In general, Continia supports thousands of scenarios and a multitude of banks worldwide. All you need to do is ask your bank to get in touch with your Continia partner, and your partner will take it from there, provided, of course, that your bank is on board and technically capable of sending transactions to Expense Management. You will find guidelines and the forms you need to set up a feed on Continia Docs here.

Request activation of agreement

To set up a bank agreement to receive transactions automatically, follow these steps:

1. Choose the search icon, enter Bank Agreements, and then choose the related link.

2. On the action bar, select Request New Agreement.

   

3. An assisted setup guide will open. Select Next.

4. On the next page in the assisted setup guide, fill out the fields with transaction details, and then select Next.

   

5. A confirmation page is displayed. Select Finish.

The Continia Support will then process the request, which will take 1-2 business days. If the provided information matches a transaction, you will start to see transactions coming into the system. If the information does not match any transactions, the request will be rejected. You can always see the status of an activation by selecting Activation Request Log on the Bank Agreements page.