We’ll explain how to use the Cards module and connect your company’s corporate cards to Rindegastos users (submitters), making it easy and quick to create and assign expenses directly from the Rindegastos web platform.
Topics in this article:
What is the Cards module in Rindegastos?
The Cards module allows you to link your company’s corporate cards to Rindegastos, simplifying the expense creation process for submitters by automatically linking their transactions to expenses.
The module is compatible with Mastercard and AMEX cards. Once enabled and connected to your bank, administrators can assign products to submitters. Transactions appear automatically in the Cards module and can be linked to expenses in Rindegastos.
This module is read-only—no actions like deleting or editing can be performed on the bank credential.
What do I need to use the Cards module in Rindegastos?
To use this feature, you must:
Have an Enterprise plan with active billing
Use the new version of Rindegastos
Use corporate Mastercard and/or AMEX cards
Have an account with one of the supported banks by country:
Argentina 🇦🇷: Macro, Galicia, Citibanamex
Chile 🇨🇱: Banco de Chile, Banco Internacional, Itaú, Santander, Security, BCI, Scotiabank, Edwards, BBVA
Colombia 🇨🇴: Banco de Bogotá, Bancolombia, Scotiabank
Peru 🇵🇪: Falabella, Interbank, BBVA, BCP
Mexico 🇲🇽: Citibanamex, BBVA
💡 If your bank is not listed, contact us to validate if it’s supported.
Not supported:
Debit cards
SME cards
Personal credit cards
Visa cards
If you don’t see the Cards section as an admin, check your user permissions or ask another admin to grant you access.
How to enable the Cards module in Rindegastos?
On the Rindegastos web app, go to the Admin menu and select Cards
Click the I want to try cards button
Fill in the requested information: bank, card brand, number of users, phone number, etc.
Done! Our team will contact you soon with the next steps.
✏️ Note: The setup process has requirements, takes time, and may involve associated costs.
How to link a new bank and product in Rindegastos?
From the Admin menu, select Cards
Go to the Banks section and click Add Bank
Choose the country and the bank
Add a bank product by filling in the following:
Product name (optional)
Product type: Credit or Debit
Card number: Last 4 digits
Currency: Up to 2 currencies
Click Add Bank
Done! You’ve added a new bank and product to upload statements.
How to assign corporate cards to submitters in Rindegastos?
In the Admin menu on the web, select Cards
In the Banks section, choose the bank from which you want to assign cards
Click the pencil icon to the right of the card to assign/edit users
Select the users to associate with the card and click Save users
Done! Users are now linked to the cards and can match transactions to expenses.
🧐 Clarification:
Linking expenses means the action a submitter takes to match an expense they created with a transaction from their linked bank product.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!