Is the ANZ credit card import option for me?
- Yes, if you need to directly import your ANZ credit card transactions into your Expensify account to match with your receipts.
- If you have a company-assigned ANZ credit card, you will want to check with an Expensify admin at your company regarding how these cards should be used.
Importing your credit card via Account Settings will allow your ANZ transactions to flow into your Expensify account. Transactions will then merge with any SmartScanned expenses in your Expensify report.
Important notes before you get started
- Once assigned, your transaction data will begin to flow when purchases are made. If you need to pull in older transactions, you can upload a spreadsheet.
- If a card is deleted from Expensify, all of the un-submitted expenses from that card will be deleted from the system. Any imported card transactions within a processing, approved, closed, or reimbursed report will not be affected!
Connecting your ANZ credit card
ANZ Internet Banking (IB)
If you’re using Internet Banking, you can find a data authority form after you log in to your account. Select ‘Your settings’ > ‘Connect accounts to 3rd party’ in the dropdown and then select Expensify and fill in the form. If you have trouble filling out the Internet Banking form, please contact your ANZ Banking Relationship Manager for help.
ANZ Direct Online
If you’re using ANZ Direct Online, once logged in to ANZ Direct Online you can complete the authority form by creating a batch and submitting the secure mail template form ‘Expensify Accounts Disclosure Authority’. Detailed ANZ Direct Online instructions can be found here.
Customers without Internet Banking or ANZ Direct Online
If you do not use Internet Banking or ANZ Direct Online, you can register and sign up to Internet Banking by following the Internet Banking registration process. If you do not want to register for Internet Banking then contact your ANZ Banking Relationship Manager.
Once you’ve completed your Internet Banking data authority form or ANZ Direct Online authority form, ANZ will send the card feed directly to Expensify. Once received, we’ll add the card feed to your account and you’ll be ready for the next steps!
Please note: It can take up to 1-3 days for the card to be added to your account. We’ll send you a message once connected.
You're now ready to SmartScan your receipts so that they merge with imported credit card transactions!
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