Activating Credit Card Agreements

In Expense Management, you can import credit card transactions. This will autogenerate an expense prefilled with all the information from the transaction, such as amount, currency, date, and description.

Import of credit card transactions can be done both manually and automatically. In the latter case, you need to set up an agreement with a bank to start receiving transactions automatically.

To set up a bank agreement to receive transactions automatically, follow the steps below.

  1. Choose the Search icon, enter Bank Agreements, and then choose the related link.
  2. On the action bar, select Request activation of agreement.
  3. An assisted setup guide will open. Select Next.
  4. On the next page in the assisted setup guide, fill out the fields with transaction details, and then select Next.
  5. A confirmation page is displayed. Select Finish.

The request will now be processed by the Contina Support, which will take 1-2 work days. If the provided information matches a transaction, you will start to see transactions coming into the system. If the information does not matches any transactions, the request will be rejected. You can always see the current status of an activation by selecting Activation Request Log on the Bank Agreements page.


It's not possible to activate a bank agreement in a demo system. Instead you can use the manual file import functionality, which you can read more about in the article Manual File Import.