If you have any business expenses made using your personal card or from your personal bank account, you can import these expenses into Sage Expense Management to claim reimbursement for them in Sage Expense Management
Adding your personal card
Note that the below integration is currently available only for accounts provided by US banking institutions.
To link your personal card/account in Sage Expense Management, use the following steps:
1. From the left panel on your dashboard, go to Cards > Personal Cards.
2. Click on Link Your Card.
3. Select your bank.
4. Enter your internet banking credentials. Click on Submit after you enter your credentials.
5. All set! Your bank account will be successfully linked to Sage Expense Management and all your personal accounts associated with the bank will be imported. The corresponding transactions will be visible inside the respective accounts. (E.g. If you have an account of Credit type, you can see all your credit card transactions in that account).
Creating expenses in Sage Expense Management using your personal card
Transactions made using your personal card are displayed under Transactions tab on Personal Cards page. To create an expense in Sage Expense Management using any of these transactions,
Select the transaction and click on Create Expense.
If there is any matching expense already present in your Sage Expense Management account, it will be displayed at this step. You can click on Confirm Match to link your personal card transaction with it.
If there is no matching expense already present in your Sage Expense Management account, you can click on Create Expense. This will create a new expense linked with your person card transaction.
Such expenses will be visible under My Expenses page, as well as, Personal Cards > Expenses.