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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Real-Time Credit Card Authorizations

Steps: Set Up Real-Time Credit Card Authorizations

You can enroll your corporate credit card to receive real-time credit card authorization data for Mastercard and Visa transactions into Workday. This real-time data is used to automatically create expense lines, simplify receipt management, and provide immediate visibility into spend. Once configured, cardholders who opt into mobile notifications can receive immediate mobile push notifications for their corporate credit card transactions.
Workday currently supports this feature in these locations:
  • Austria
  • Canada
  • Denmark
  • Finland
  • France
  • Germany
  • Ireland
  • Italy
  • Netherlands
  • Norway
  • Poland
  • Sweden
  • Switzerland
  • United Kingdom (UK)
  • United States (US)
  1. On the
    Innovation Services Opt-In
     task, select the
    Financial Management Generally Available Machine Learning Features and Third Party Services
     service on the
    Available Services
     tab in the
    Financials
     category.
  2. Set up a corporate card feed.
    Set up a corporate card feed to your card networks to bulk enroll your corporate card program and share credit card authorization related data with Workday.
  3. Set up a centralized location where you can navigate to register your network registration ID with your card networks and enroll your credit card program to receive real-time authorizations.
  4. Register Network Registration IDs in Workday.
    Register the Delivery ID (Mastercard) or RPIC identifiers (Visa) to connect your Workday tenant directly to the corporate card feed.
  5. Set up a new notification routing rule in Workday to enable cardholders to receive SMS and mobile push notifications for their corporate credit card purchases.
Workday automatically creates expense lines and populates expense items based on real-time data from corporate card transactions.