Use a Personal Credit Card with Chrome River

In addition to linking to the major corporate credit card providers, Chrome River can access numerous financial institutions to automatically import expense transactions from your personal credit cards. Linking a personal credit card to Chrome River EXPENSE streamlines expense entry, increases accuracy, and helps prevent you from forgetting to file expenses.

Finicity, a leading provider of secure online personal financial management services, is the financial data aggregator that powers the personal credit card feature of Chrome River. Once your organization has activated the Chrome River Personal Credit Card service, Finicity's secure servers will access and maintain your personal credit card information. Only your expense transactions are transferred directly to Chrome River via your unique ID, and no personal identification or credit card details are maintained within Chrome River, further enhancing security. The monthly subscription charge for this feature is billed directly to your organization.

Add a Personal Credit Card

1. Click your name in the top right corner of the app, then click ACCOUNT SETTINGS.

2. Click PERSONAL SETTINGS, then scroll down to Credit Cards. Click ADD PERSONAL CREDIT CARD ACCOUNT.

3. Read the Data Transfer Account Registration terms and conditions. If you agree, check I ACCEPT and click ACCEPT. The credit card feature will now be activated.

4. Use the search box to find your credit card issuer, or click one of the popular banks.

5. You will be asked to enter the same log-in credentials you use to access your credit card account on the bank's website.

• Note: None of this information is stored in Chrome River EXPENSE. It is only used to verify online that you have access to the financial account.

Your bank may require an additional authorization step, like answering a security question and/or entering a code that is texted or emailed to you.

6. Check the box(es) to select the card(s) issued by that bank which you want to add. You may also specify the date from which you'd like to begin downloading transactions.

Click ADD CARD(S).

7. The card(s) will now appear in the Credit Cards list in your Settings. Note that the status will be "Pending First Download" until the first download is complete.

8. To view transactions from the personal credit card(s) associated with your account, navigate to the eWallet and click PERSONAL ACCOUNT.

Change Nickname

You may change what you call each credit card inside Chrome River to make them easier to find.

1. Click CHANGE NICKNAME.

2. Edit the nickname and click SUBMIT.

Update Credentials

If the system encounters a problem connecting to your bank—e.g., if you changed your user name or password on the bank's website—you will receive an email notification asking you to update your credentials and see an error message on the Settings screen.

1. Click UPDATE CREDENTIALS.

2. Enter the correct credentials and click SUBMIT.

Delete Credit Card

To delete just a credit card from your Chrome River account, click the X to the left of the credit card details.

On the confirmation pop-up, click OK.

To delete all your credit card account data, click DELETE ACCOUNT DATA. Note that you will need to start over from Step 1 should you later decide to add personal credit cards to your account.

On the confirmation pop-up, click OK.