Note: This guide relates to credit card expense receipts imported through Plaid. It does not apply to expenses imported through a custom-built integration, such as an AWS file importer.
To connect a bank account:
Click Add Bank.
Select the legal entity and country.
Click Next.
You will be directed to Plaid. Follow their steps to connect your bank account and associated credit cards.
Once the bank account is connected, any associated credit cards will be visible.
To configure a credit card:
Click the three dots icon.
- Enter the following:
- Owner - The owner of the imported transactions from the credit card.
Vendor - The vendor coded to the invoice associated with the expense report.
Sync From Date - The date from which transactions will be imported. You can sync back up to 90 days of transactions.
Statement End Date - The date the report will automatically close. A new report is automatically generated the day following the statement end date. If the date falls on a weekend, the report will close on the last business day prior to the statement end date.
Once the card is configured, Plaid will sync with Quadient AP throughout the day to import new transactions or deactivate closed cards.
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