Types of card connections in Sage Expense Management
Sage Expense Management offers options to connect different types of corporate cards to your account. Please contact your admin to confirm your card's category.
Real-time feed for Visa/Mastercard corporate cards:
Sage Expense Management provides a real-time feed with Visa/Mastercard corporate cards. Once your card is connected to Sage Expense Management, any transaction made using the card will instantaneously be captured in your Sage Expense Management account.
Direct feed for American Express cards:
Sage Expense Management provides a direct feed with American Express corporate cards. Only your admin can connect your American Express cards to the direct feed on Sage Expense Management You do not have any action here.
Bank feed for all other cards: Sage Expense Management provides a bank feed with majority of available cards. Once your card is connected to Sage Expense Management using the bank feed, any transaction made using the card will be captured in your Sage Expense Management account within 24-48 hours.
Connect your card to real-time feed
If your Visa/Mastercard is eligible for Sage Expense Management's real-time feed, use the below steps to add it to your Sage Expense Management account.
Please contact your admin to confirm your card's eligibility.
From your dashboard, click on Add Corporate Card.
(Alternatively, you can do this from My Settings > Corporate Cards > Manage Corporate Cards.)
Enter your card number. Click on Add.
In case a verification step is displayed, select the correct recent transaction from your card from the given options.
This will successfully add your Visa/Mastercard card to your account. Any transactions you make from this card will instantaneously flow into your Sage Expense Management account.
What happens next?
Once your card is successfully connected to Sage Expense Management's real-time feed, any transaction you make using the card will instantaneously flow into your Sage Expense Management account. You can complete the expense by attaching the receipt and any other required details.
Connect your card to American Express direct feed
Please contact your admin to confirm if your card is eligible for American Express direct feed. If so, only your admin can add the card to Sage Expense Management and assign it to you. You can no action here.
What happens next?
Once your card is successfully connected to Sage Expense Management's American Express direct feed by your admin, any transaction you make using the card will usually flow into your Sage Expense Management account within 24-48 hours of the transaction being made. You can complete the expense by attaching the receipt and any other required details.
Connect your card to bank feed
If your card is ineligible for Sage Expense Management's real-time feed or American Express direct feed, use the below steps to add it to your Sage Expense Management account.
Please contact your admin to confirm your card's eligibility.
From your dashboard, click on Add Corporate Card.
(Alternatively, you can do this from My Settings > Corporate Cards > Manage Corporate Cards.)
Enter your card number. Click on Add.
You will be redirected to your bank's portal. Log in using your credentials and authorize the connection.
What happens next?
Once your card is successfully connected to Sage Expense Management's bank feed, any transaction you make using the card will usually flow into your Sage Expense Management account within 24-48 hours of the transaction being made. You can complete the expense by attaching the receipt and any other required details.
Personal cards
Sage Expense Management also allows you to add personal cards if you are using them for business expenses. You can use the transactions from these account to claim reimbursements for any expenses you've made on behalf of your organization.
To know more about personal cards, read this article: Adding your personal card to Sage Expense Management