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Adding New Cards to Agave

If you issue new cards to employees, you will need to re-authenticate with Plaid to see the card and transactions within Agave. This requires an admin login to your bank and follows similar steps to the original connection.

Refreshing a Bank Connection​

  1. Navigate to the credit card setup page within Agave: Credit Card Page

  2. Click on the reconnect button for the desired bank connection: Bank Refresh button

note

If you have multiple cards for that bank connection, choose the Parent Row to reconnect.

  1. Reconnect the Bank Account via Plaid. This will require an admin/owner login for the bank account. Bank Refresh button

After reconnecting, the new card and its transactions should be available upon clicking Fetch Latest Accounts.