Admin users have the option to sync transactions automatically in the account.
1. Log on to https://app.visionarycorporatecard.com
2. On the side menu, click on your company name, then choose Company Settings.
3. On the left side panel, under Products, choose Integrations. Click the Confirm button.
4. A new window will pop up. Enter your Visionary portal password to proceed. Click Verify.
5. You will be directed to the Integrations tab. Under Connect ERP, click the Edit icon.
6. Toggle the AUTO SYNC feature on.
7. Scroll down and look for CREDIT CARD.
8. Click the EDIT button on the right side of the CREDIT CARD.
9. Select the card you wish to automatically sync transactions for.
10. Once selected, click Save.
11. Scroll down, click Submit.
12. Once saved, a confirmation message will appear on your screen.
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