The Linked Cards page allows you to link your credit cards and track your purchases within Adaptive.
Connecting your Credit Cards:
Go to the Linked Cards page.
(Settings > Cards)
Then, connect your cards by clicking Connect in the appropriate section.
Once the account is connected, it'll take a few minutes to pull in all the cards associated with that bank account.
Assign Cards to Users in the User dropdown.
The user dropdown contains the names of users (employees) that have already been added in Settings > People.
Choose a Payment Account in QuickBooks to map each card to.
Once your cards are connected in Adaptive, you'll be able to pull these cards into the Card Feed:
Submitted Receipts will automatically be linked to the appropriate card and user.
Note: This is great for reconciling against your credit card statement!
If you have any questions or want to share feedback, feel free to reach out at [email protected].