Introduction to available options for connecting your organization's cards to Sage Expense Management
As an admin on Sage Expense Management, you can use any of the available options available to connect your organization's cards on Sage Expense Management. During onboarding, please consult your account manager to decide the best available option for your account.
Automated sync
If you connect your cards using any of the following options, all transactions on connected cards will automatically flow into Sage Expense Management:
Real-Time Feed for cards on Visa/Mastercard network
Bank Feed Integration for majority of banks
Direct Feed for American Express cards
Manual sync
If none of the above options are available for you, Sage Expense Management also allows you to manually connect cards and import transactions using Statement Upload.
Visa/Mastercard Real-time feed
If you use this method to connect your cards to Sage Expense Management, any transactions made on the cards will flow into Sage Expense Management instantaneously. If your cards qualify for this feature, this is the ideal way to connect cards on Sage Expense Management.
You can use the real-time feature on Sage Expense Management if:
Your employees are using credit cards from Visa or Mastercard network, issued by any US or Canada bank.
Your default currency in Sage Expense Management is USD or CAD.
You are on a pricing plan that supports Visa or Mastercard real-time feed.
To learn how to set up real-time feed, read these articles based on your card network:
Bank Feed Integration
This feature is available only for specific card programs as confirmed by the bank.
Sage Expense Management supports direct Bank Feed Integration for various banks and card providers:
American Express: The American Express data feed file format is called GL-1025
Visa: The Visa data feed format is called .VCF.
Mastercard: The MasterCard data feed format is called .CDF
Other card programs: In addition to the above, there could be other card providers (e.g. Diners) who might be able to provide a corporate card data feed.
Once your cards are connected via the Bank Feed Integration, any transactions made on your cards will automatically flow into Sage Expense Management as soon as they are settled by your bank.
To set this up in your Sage Expense Management account, reach out to [email protected]
Direct feed for American Express cards
If you use the American Express Direct Feed in Sage Expense Management to connect your cards, any transactions made on your cards will automatically flow into Sage Expense Management as soon as they are settled by your bank. If you are using American Express small business or corporate credit cards, this is the ideal way to connect your cards on Sage Expense Management.
To learn about the eligibility for this feature and how to set it up in your account, read this article: American Express Direct Feed
Statement upload
If your cards are not available for any of the above connections, do not worry. Sage Expense Management's statement upload feature allows you to add and manage all kinds of cards.
Here's how it works:
You can add new cards by uploading the bank statement of the card. This will also import all transactions present in the statement to the respective cards.
Whenever the next statement is generated, you can upload it on Sage Expense Management. The transactions from the statement will be imported to the existing cards in Sage Expense Management.
To learn more on how to use statement upload, read this article: Add cards & transactions using statement upload