Once you've connected your Accounting system to SVB T&E on the 'Accounting Sync' tab in company settings, scroll to the bottom to the Corporate Cards section. Here you can choose to sync your corporate card transactions to a single card feed, or multiple card feeds in your accounting software.
Option 1: Syncing your corporate card transactions to a single feed
This option is best if you manage your corporate card transactions in a single feed in your accounting software. Click the second option and then select the register that you want your corporate card transactions synced to.
Click 'Save Accounting Settings', and you're done! Any approved corporate card expenses will sync to the card feed you've specified.
Option 2: Syncing your corporate card transactions to multiple feeds by individual card or card program
If you have separate feeds for each card in your accounting software, or employ multiple card programs with different banks, you may need to map each card individually or each card program to its own register in your accounting software.
To do this, select the third option to sync to multiple card feeds. Then, for each card or card program, choose the corresponding card feed. This is the feed where approved corporate card expenses will sync to for that card.
Click 'Save Accounting Settings' and you're done; any approved corporate card expenses will sync to the card feed you've specified.
When do my corporate card transactions sync to my accounting software?
When transactions are approved by an admin, they will be synced into your accounting software automatically. If you're also syncing in your card transactions from your bank statement, those transactions will match up.
To add an additional review of corporate card transactions prior to syncing them to your accounting software, toggle on the accounting sync review. Once turned on, approved Corporate Card transactions will also appear on the new Accounting page in the Admin menu bar. Admins can view and edit transaction details before syncing them to the accounting software.