In the first step, you need to read and accept the Terms and Conditions. These terms govern your use of the debit card and define your rights and responsibilities.

Decide how the company name will appear on the debit cards. The name can be a maximum of 22 characters long, and special characters should be avoided.

Good to know: This name will apply to all debit cards and cannot be changed later. For company cards, the name printed on the front is typically the company name.

Let us know if you need to collect VAT or if your business is VAT-exempt. You can review your current VAT base settings in bexio. More information can be found here.
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Confirm the synchronization of card transactions for automated expense processing directly in your bexio account. You will also need to accept the synchronization fee as part of the bexio Pay package.

Good to know: This is a monthly fee, charged on a monthly basis as part of the regular amnis fees. More details about the features and conditions of the bexio Pay package can be found here.

To ensure card transactions are categorized in your amnis account and properly booked in bexio, you must assign amnis categories to your bexio accounts. All active expense accounts from your bexio account are available for assignment.

Good to know: Even after completing onboarding, you can adjust category assignments anytime in the amnis admin area. This includes adding and categorizing new bexio accounts to amnis or editing and deleting existing categories.

A transfer account must be defined to synchronize card transactions between amnis and bexio. By default, the accounting account "1090 - Transfer Account" is suggested, but you can choose another account if preferred.

Good to know: If no suitable transfer account is found, you must create a new account in your bexio chart of accounts. Ensure the transfer account is assigned to the account group "109" to be selectable in amnis. More details about the transfer account can be found here.

If your business is subject to VAT, the relevant VAT rates stored in bexio must be transferred to your amnis account. In this case, the VAT rates from your bexio account will be displayed and can be directly accepted if relevant.
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​Good to know: VAT rates can be edited in the amnis admin area even after onboarding is complete. You can add, modify, or delete VAT rates as needed.