You can now directly check the data collection status and integration state of connected financial institutions (corporate cards, etc.) from the [Expense Management] menu. When an integration issue occurs, such as card transaction history not being retrieved, a feature has been added that allows you to identify the cause and resolve it yourself following the guide, enabling more stable expense management.
Additionally, when an issue occurs that affects multiple customers, such as a widespread outage at a specific financial institution, you will be promptly notified via a banner within the service.
In the left menu, click [Expense Management], then click the settings icon at the top right, and select [Expense Management Settings] - [Financial Institution Integration].
In the [Financial Institution Integration Settings] menu, you can immediately check the last data collection time and integration status of your currently connected financial institutions.
When issues such as certificate expiration or password errors occur, you will be immediately notified via a banner and warning icon. Detailed guidance on the cause and resolution is also provided so you can take action without contacting customer support.
If an issue occurs where some transactions cannot be retrieved, such as a BC Card accounting format error, you can correct the format on the card company's website and then click the 'Update Now' button to directly update the data.
A [Certificate Management] menu has been added at the bottom of the financial institution integration settings page. You can now conveniently manage certificates registered across multiple financial institutions and their expiration dates in one place, and prepare in advance before certificates expire.
How to Resolve Financial Institution Integration Errors
Step 1: Identify the Error
Check for an 'Error' status in the financial institution integration list or the top banner.
Step 2: Review the Resolution Guide and Take Action
Click on the item with the error to check the cause and resolution method, then take the necessary action as guided, such as renewing the certificate or updating the password.
1. [Accredited Certificate] Financial institution not connected or connection failure due to certificate renewal/expiration
First, check whether you can log in to the card company's website using the accredited certificate registered in flex.
If the certificate registered under [Connect with Accredited Certificate] has expired, or if a new certificate has been issued that differs from the registered one, card transaction history may not sync properly.
For smooth data collection, please register a valid accredited certificate that can log in to the card company's website and proceed with re-integration.
2. [ID/PW] Card company password error
If the card company password has been changed, or the account has been locked due to 5 or more incorrect entries, login to the card company will fail.
Change the password to one that allows login on the card company's website, then re-register that password in flex as well.
3. BC Card Integration Resolution
If some BC Card transactions are not being collected properly in flex, the issue may be caused by BC Card's transaction data provision settings. Please follow the steps below to change the settings.
Log in to the BC Card website and navigate to [Service Application/Change > Accounting File Format Change].
Select each of [Domestic Transactions], [Overseas Transactions], and [All Transactions], then move all available design items to the right [Selected Design Items] and save.
If moving all items one by one is inconvenient, you can also deselect all selected items as shown in the image below and save — this will work correctly as well.
4. Accredited Certificate Not Appearing
If the accredited certificate does not appear on the certificate selection screen, please check that the certificate file is saved in the correct path.
Certificates must be in the system's default path to be recognized automatically.
Please refer to the paths below for certificate locations:
Windows: C:\Users\
user\AppData\LocalLow\NPKI\certificate issuer\USER\cn=xxxxfolderMac:
user/Library/Preferences/NPKI/certificate issuer/USER/cn=xxxxfolder
For example, on Windows, the certificate file must be located inside the C:\Users\
user\AppData\LocalLow\NPKI\certificate issuer such as yessign\USER\cn=xxxxfolder.
If the certificate file path is correct, check whether there are any files inside the folder other than the ones listed below.
CaPubskmCert.derkmPri.keysignCert.dersignPri.key
5. Tax invoices and cash receipt history are not appearing in the Expense Management menu.
If transaction history is not appearing in the Expense Management menu, please first check the integration status of your card company or the National Tax Service.
If the integration has been disconnected or has a history of being disconnected after a certain point, transaction data collection may have stopped.
In this case, please proceed with re-integration. After re-integration, transaction history from that point forward will be collected automatically.
Step 3: Update Data
Once the error has been resolved, the latest history will be fetched immediately. If only some transactions could not be retrieved due to issues such as a specific card company's format error, you can correct the format on the card company's website and then click the [Update Now] button to directly update the data.
FAQ
When can the 'Update Now' button be used?
When can the 'Update Now' button be used?
The 'Update Now' button is only activated when a failure occurs during the data collection process. When integration is working normally, the button is inactive and cannot be clicked.