After you sync your Anytime bank account with Cleemy, you need to link each user to an Anytime card. You can do this directly in Cleemy, via the Anytime card management interface.
Conditions for linking a card
There are two prerequisites for linking a Cleemy user to an Anytime card.
- you must indicate an Anytime account manager, otherwise you will not be able to save
- the Anytime card must have a 0 balance So remember to create these links before crediting money to your cards.
Card management interface
You will find this interface in the ‘Settings’ menu by clicking on the ‘Expense imports’ menu item. Next, you will see an ‘Anytime Cards’ tab to click on.
Linking a card
If a card’s balance is not 0, you cannot change who is linked to it. Otherwise, when you mouse over the row, you will see two icons appear:
- A stylus for opening a drop-down list and selecting the Cleemy user to link to an Anytime card.
- An X for unlinking a user from an Anytime card.
After making the changes (linking or unlinking), simply save them and they will be registered.
When you save, an email is sent to the user in question. This email will contain all the information they need to use their Anytime card.