Under the Purchases tab, then Card, click the Add new card button to start linking your card.

When you click the button, a new window opens where you can select the card provider you want to link. Here, we choose VISA.

A new window opens where you need to click Continue to proceed.

In the next step, you enter your card details and then click Connect to link the card.

You will now be redirected and need to approve the connection using BankID.
Once this is done, the connection is complete.

You can now see your linked card under the Purchases tab.

When you connect your card, the system automatically detects whether it is a company card or a personal card:

Company card: All transactions are automatically created as expenses in the service.

Personal card: You need to configure a setting for transactions to be created as expenses automatically.
Alternatively, you can manually select which transactions should become expenses.

To configure a personal card, click on the three lines at the top right of the service:

1. Select Cards management
2. Select your card from the list.
3. Click Manage card on the left.
4. Adjust the settings for how transactions should be handled.

You can also choose to Delete card using the button on the right.

Good to know regarding cards that cannot be linked:

If you're having trouble linking your card, log in to your online banking and activate online purchases. Once activated, try linking your card again.

When a purchase has been made with your card, the transactions will appear under the Purchases tab, along with the card.

Here, you click on the transaction you want to create as an expense and then click the Create Expense button at the bottom.

Note: This step is only required if you have not already set your transactions to automatically be created as expenses.

You can also choose to hide your transaction using the button on the left if you do not intend to submit the expense to your organisation.

When you click the Create Expense button, you will be redirected to your expense, where you can upload your receipt image and either save or submit the expense to your organisation.

If you go back to the Purchases tab where you started, you will easily see which transactions you have created expenses for.

Under My purchases in the left menu, you will find the Add Connection button. Click there to begin linking your card.

When you click the button, a new window opens where you can select the card provider you want to link. Here, we choose VISA.

A new window opens where you need to click Continue to proceed.

In the next step, you enter your card details and then click Connect to link the card.

You will now be redirected and need to approve the connection using BankID.
Once this is done, the connection is complete.

You can now see your linked card under the My purchases tab.

When you connect your card, the system automatically detects whether it is a company card or a personal card:

Company card: All transactions are automatically created as expenses in the service.

Personal card: You need to configure a setting for transactions to be created as expenses automatically.
Alternatively, you can manually select which transactions should become expenses.

To configure a personal card:

1. Click the three dots to the right of your card under My purchases
2. Select Edit
3. Adjust the settings for how transactions should be handled

You can also remove your card if you no longer want it connected to the service.

Good to know regarding cards that cannot be linked:

If you're having trouble linking your card, log in to your online banking and activate online purchases. Once activated, try linking your card again.

When a purchase has been made with your card, the transactions will appear under the My purchases tab, along with the card.

To create an expense for your transaction, click the plus sign on the right.

Note: This step is only required if you have not already set your transactions to automatically be created as expenses.

Once you have clicked the plus sign, you will be redirected to your expense, where you can upload your receipt image and either save or submit the expense to your organisation.

If you go back to the My Purchases tab where you started, you can easily see which transactions you have created expenses for. The plus sign that was previously visible on the right has now been replaced with another icon, allowing you to go directly to the expense by clicking on it.