First, please ensure that you have access to the industry-first Visa realtime card feed. If you don't have access or are not sure what that means, please read this article.

First, switch to the Organization view and go to the Tasks page. In the "Reminders" section, you will see an option to send a reminder to employees to connect their cards.

We recommend you send a couple of reminders to ensure that all cards are connected by the individual cardholders. You can find the steps for a spender to connect their visa card here [link needed].

Spenders will also have to verify that they are the cardholder, in case this is a brand new card. You will find an option to remind spenders to verify their cards here.

Once a spender has connected and verified the card, you will see card transactions coming into Fyle in realtime.

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