The Linked Cards page allows you to link your credit cards and track your purchases within Adaptive.
Two options for connecting cards:
American Express & Mastercard:
At the top of the page, click on Connect and enter your AmEx or Mastercard details.
Once the account is connected, it'll take a few minutes to pull in all the cards associated with that account..
New transactions may take 2 or 3 days before they show up in Adaptive.
Although, Plaid can also accept Visa cards as well, for best results we recommend linking Visa cards with our dedicated Visa option below.
Use the Connect button to add a new credit card bank acct to this list.
And use the Manage Linked Accounts button to Add or Remove a credit card from an account that is already listed here.
As a security measure, every 6 months you'll get a notification to Re-Authenticate these cards. Just press the Re-Authenticate button when it appears.
VISA:
At the bottom of the page, in the VISA section, click Connect to enter your card details.
You'll be prompted to perform a quick micro-deposit verification where you'll simply confirm how many cents were deposited into your account. (The micro deposit should appear in your acct within a minute)
Once your credit card is connected, you'll see new transactions instantly in real-time.
At first, you'll see transactions as pending, and then they'll post in 2-3 days.
After purchases, employees will instantly receive SMS phone notifications to upload their Receipts.
So, it's recommended that all of your employees download our Adaptive app to upload & code your receipts.
Connecting your Credit Cards:
Go to the Linked Cards page.
(Settings > Cards)
Since this page is separated into 2 distinct sections, first determine if you are connecting a Mastercard, American Express or VISA.
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 Receipts:
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].