Connecting cards

Connect the cards your team already carries. Every purchase lands in Transactions, and the cardholder gets a receipt link by text.

Connect a Ramp account

1. Go to Settings > Integrations > External Cards.
2. Click Connect a Card, then choose Connect your Ramp card.
3. Sign in to Ramp and approve access.

After connecting, open the Ramp tab to choose the Ramp Entity to pull from and set up receipt sync. Then import your Ramp cardholders from Settings > Team with Import a Ramp User. See Ramp.

Connect a bank card

1. Go to Settings > Integrations > External Cards.
2. Click Connect a Card, then choose Connect your bank card.
3. Find your bank, sign in, and select the card accounts to share.

Your connected cards appear under Connected Cards, with the institution and the last time they synced. See Bank and card connections.

Who gets the text

Accountable matches each transaction to the teammate who made it. For Ramp, it uses the Ramp cardholder. For bank cards, it uses the cardholder name on the transaction when your bank provides one.

Every cardholder needs a user in Accountable with a mobile number. If texts aren't reaching a cardholder, contact support@accountablevr.com and we'll adjust the matching.

Keeping cards connected

Banks occasionally require you to sign in again. When a card disconnects, click the plug icon on its row or choose Reconnect from the options menu. If you no longer want a card's transactions, choose Deactivate.

Tip: If a card's transactions should stay out of your PMS review queue, open it with Manage Cards and turn off Send transactions to PMS review queue.