Nexonia Expenses can be configured to receive delivery of company credit card transactions for users to add to their expense reports. Newly-imported cards must first be assigned to the user by an administrator. This is a setup task that is required only once for each new card.
Administrators will receive an email from Nexonia informing them of any unassigned cards, and will be prompted to log in and assign them.
Go to Settings (gear icon) > Company > Expenses > Corporate Cards
Under Users, you’ll see any credit cards that are unassigned. Optionally, check Show Unassigned Cards to filter the list to only the unassigned cards.
Step 1: Click the Unassigned link in the Users column for the card you would like to assign. You should see a pop-up menu, Assign Card. You can also click Actions, Assign Card next to the card for this.
Step 2: Open the drop down menu at the top of the box and you should see a drop-down menu of all your user profiles. Select the user(s) you want to connect this card to, then click the Add button.
Step 3: Click Save. That card is now assigned to that user, and they’ll be able to select transactions from this card to add to their expense report.
You can un-assign cards by clicking Actions, Assign Card next to them. In the pop-up window where users are assigned, highlight the user you want to remove and click Remove, then Save.