Users can connect a personal credit card to Nexonia Expenses and import transactions, then select from the imported transactions to create reimbursable expense items. Using a personal credit card integration benefits the user by using the date and amount from the transaction information to populate the expense item.
To ensure that the broadest possible spectrum of institutions are available for connections, Nexonia uses with multiple integration service providers on the back-end.
Although thousands of institutions are available to connect with, please note that not all credit cards will integrate successfully. Personal card integrations that initially integrate successfully may be disrupted or cease to integrate later on due to changes at the financial institution or integration service provider.
Due to the myriad of institutions and card types, and because the integration service runs through another provider on the back-end, it is not possible for us to offer technical support for personal credit card integrations.
To add a new personal credit card, login to Nexonia and go to Expenses > Cards > Manage Cards > Add Card from your Bank > search for the financial institution > choose it using the arrow icon > enter your banking credentials and answer security questions if prompted > choose the account > Add. Transactions will then be available to select from the "Add from Card Transactions" link within an expense report.
See the attached PDF for detailed directions including screenshots.