Activate New Opencard Cards in Expense
When you have signed the agreement with Opencard (Nordea) and your new corporate cards have been delivered, the cards must be activated in Expense by performing an initial card import (card call-off). This enables future transaction file transfers and ensures that card transactions can be imported into Expense. This is a mandatory step for all new Opencard cards and must be completed each time a new card is issued.
Why Do the Cards Need to Be Activated?
Before a card has been activated in Expense:
- ❌ No transaction files are sent to Expense
- ❌ Card purchases do not appear in the system
- ❌ Users cannot match receipts to card transactions
After the card has been activated:
- ✅ File transfers are enabled
- ✅ Card transactions begin flowing into Expense
- ✅ Users can manage their card purchases in the system
👉 The activation acts as a connection between Opencard and Expense.
How to Activate New Opencard Cards
Step-by-Step
- Navigate to Administration > Cards
- Open the Import Opencard tab
- Verify that the correct user is connected to the correct card
- If the suggested user is incorrect:
- 👤 Select the correct user manually
- Click Import
✅ The card is now activated and ready for future transaction file transfers.
When Does This Need to Be Done?
You need to perform the activation:
- 💳 When new Opencard cards are delivered
- 👤 When a new employee receives a card
- 🔄 Every time a new card is added to the organization
👉 This is a recurring administrative task for your Expense administrators.
Administrator Responsibility
During the initial implementation, Expense will typically assist with the first activation process.
After go-live, it is the responsibility of your organization's administrators to:
- ✅ Monitor when new cards are delivered
- ✅ Activate new cards in Expense
- ✅ Ensure that transaction files begin flowing into the system
👉 As an administrator, you have the best visibility into when new cards are issued within the organization.
What If You Forget to Activate a Card?
Has a newly delivered card not been imported immediately?
How It Works
- ✅ The card can still be activated later
- ✅ Transactions can be imported retroactively
- ✅ Retroactive imports are available only for the current billing period
- ✅ Activate the card before the next monthly invoice is generated
👉 The current billing period's transactions will normally be transferred to Expense.
What If the User Should Not Use Expense Yet?
In some cases, a card may have been issued, but the employee will not start using Expense immediately.
Solution
- ✅ Leave the card in the activation list
- ✅ Wait to import the card until the user is ready to start using Expense
👉 The card will remain in the activation list until you are ready to activate it.
What Happens After Activation?
Once the card has been imported:
- 💳 The card is linked to the user
- 📥 Transaction file transfers are activated
- 📊 Card transactions begin arriving in Expense
- 📷 Receipts can be matched to purchases
- ✅ The expense reporting process can begin
👉 The user can immediately start managing corporate card transactions.
💡 Best Practice Tips
Activate Cards as Soon as They Are Delivered
- ✅ Import cards immediately after delivery.
- 👤 Always confirm that the correct user is linked to the card.
- 📅 Make card activation part of your standard onboarding process.
- 🔄 Regularly review the Import Opencard tab for newly delivered cards.
👉 This helps ensure that no card transactions are missed.
Frequently Asked Questions (FAQ)
Do all new Opencard cards need to be imported?
Yes. Every new card must be activated/imported before transaction file transfers can begin.
What happens if I do not import the card?
No card transactions will be sent to Expense.
Can I import the card later?
Yes. The card can be imported afterward, and transactions can normally be retrieved retroactively for the current billing period.
Can a card remain in the list without being imported?
Yes. A card remains in the activation list until you choose to activate it.
Summary
- 💳 All new Opencard cards must be activated/imported in Expense
- 📍 Navigate to Administration > Cards > Import Opencard
- 👤 Verify that the correct user is connected to the correct card
- ✅ Click Import to activate transaction file transfers
- 🔄 The process must be repeated for every new card
- 📥 No transactions will be sent to Expense until activation is completed
- 🚀 Proper activation ensures smooth corporate card management in Expense