The most and reliable way to set up a connection to your provider is to use a direct SFTP link.
Once configured, transactions will flow into the system and be distributed to the user (Expenses > Drafts) where the receipts will auto match, where possible, and the user can complete any additional details required before submitting.
Setting up a feed
Follow the instructions below, depending on which provider you are trying to set up a feed for.
AMEX
You can set up a link to American Express directly from Expenses. To do this, go to Setup > Settings > Integrations, select the Amex tile, then follow the on screen instructions.
Mastercard SFTP feed setup
Contact support for your unique ID number.
Contact your provider and request that they initialise a Mastercard SmartData connection with Capture Expense – Capture Business Solutions Ltd.
When your provider configures the feed, they must ensure that the filename is prefixed with the following organisation ID: xxxxxx.
AirPlus
Contact support for your unique ID number.
Contact your bank and ask that your third party provider Capture Expense has access to your account and transactions so that it can perform integrations.
When your provider configures the feed, they must ensure that the Directory is prefixed with the following organisation ID: xxxxxx
Visa
Note: This is procedure is likely to be changed in the near future. Therefore, return to this article to ensure you are viewing the most up-to-date instructions.
Contact your bank and ask that your third-party provider Capture Expense has access to your account and transactions so that it can perform integrations.
Download this PDF and send to your third-party provider along with the instructions above.