The Kleer card is a business card offered by Kleer in partnership with Mynt. The card can be used with credit or with funds that the company deposits in advance.
Mynt and Kleer are integrated to simplify the management of business cards, transactions, and accounting.
In short, users and expense reporting are managed in Kleer, while business cards and the card account are managed in Mynt.
What is managed in Mynt?
Mynt is responsible for business cards and financial services.
The following are managed in Mynt:
Card management: Ordering, activating, freezing, and closing business cards.
Card settings: Card types, card names, and individual spending limits.
Finances: Credit applications, deposits, and management of the company's card account.
Account information: Account balances, card transactions, and account statements.
Know Your Customer (KYC): Company identification and verification in accordance with applicable regulations.
Business cards can only be created for users who have first been registered as cardholders in Kleer and synchronized with Mynt.
What is managed in Kleer?
Kleer is responsible for user administration, expense reporting, and accounting.
The following are managed in Kleer:
User administration: Registering cardholders and administrators.
Receipt management: Uploading and managing receipts for card purchases.
Expense reporting: Reporting card purchases through the Kleer app or web interface.
Accounting: Automatically posting reported card purchases to the appropriate expense account.
Accounting settings: Selecting the accounting accounts used for receipt reporting and card transactions.
All expense reporting for the Kleer card takes place in Kleer, not in Mynt.
How to get started with the Kleer card
To get a Kleer card, start in the Kleer interface.
Step 1 – Start the setup in Kleer
Log in to Kleer.
Go to Expenses → Business cards in the left-hand menu.
Click Get started – Get the Kleer card or Get the Kleer card.
Select the person in your company who will be the administrator in Mynt.
Specify the accounting accounts for receipt reporting and card transactions.
The administrator can be selected from users who are already registered in Kleer.
Which accounting accounts should you use?
Accounting account for receipt reporting: Used for card purchases that have not yet been reported. Once expense reporting is completed, the amount is reclassified to the appropriate expense account.
Accounting account for card transactions: Used to record completed (settled) card transactions.
If your company uses prepaid funds, Kleer recommends an asset account in account class 19XX.
If your company uses credit, Kleer recommends a liability account in account class 28XX.
If you are unsure which accounting accounts to select, contact your Kleer consultant.
Step 2 – Complete onboarding with Mynt
Once the information has been submitted, Mynt sends an email to the person selected as administrator.
The administrator needs to:
Open the email from Mynt.
Click the link to start onboarding.
Create the company's account with Mynt.
Complete the Know Your Customer (KYC) process.
Complete the remaining steps to set up the card account.
The onboarding form usually takes only a few minutes to complete.
Step 3 – Add cardholders in Kleer
Once your company has started onboarding, you can specify which employees should have business cards.
Go to Expenses → Business cards in Kleer.
Add the people who should be cardholders or administrators.
The users are automatically synchronized with Mynt.
Please note:
Administrators are automatically considered cardholders and do not need to be added separately.
A person who needs multiple business cards only needs to be registered once as a cardholder.
Cardholders can be added before the onboarding process with Mynt is fully completed.
Step 4 – Create business cards in Mynt
Once users have been synchronized from Kleer, you can create their business cards in Mynt.
Cards can only be created for users registered as cardholders in Kleer.
When a card is created in Mynt, the card information is automatically synchronized with Kleer.
When are cards synchronized?
Synchronization takes place:
Automatically once every 24 hours.
When someone opens the Business cards page in Kleer.
When you click Sync cards now in Kleer.
You do not need to add Kleer cards manually in Kleer.
Step 5 – Report card purchases in Kleer
Once the cards are active, cardholders can start using them.
Card purchases are reported in Kleer, either through the app or the web interface.
Cardholders must report their purchases and attach the corresponding receipts according to Kleer's instructions.
Once reporting is completed, the purchase is automatically posted to the appropriate expense account.
For more information, see Kleer's guide for cardholders.
How does synchronization between Kleer and Mynt work?
Kleer and Mynt exchange information to keep users and business cards up to date across both systems.
Users are synchronized from Kleer to Mynt.
This means that new cardholders must first be registered in Kleer before they can receive business cards in Mynt.
Cards are synchronized from Mynt to Kleer.
When a business card is created in Mynt, its information is transferred to Kleer.
If a new card does not appear in Kleer, go to Expenses → Business cards and click Sync cards now.
If the card is still missing, contact your Kleer consultant.
Frequently asked questions about the Kleer card
Can I create a Kleer card directly in Kleer?
No. Business cards are created and managed in Mynt.
In Kleer, you specify which people should be cardholders. Once the users have been synchronized with Mynt, you can create their cards there.
The cards are then synchronized back to Kleer.
Do not use the "Add card manually" button for Kleer cards.
What should I do if my card does not appear in Kleer?
Start by going to Expenses → Business cards and clicking Sync cards now.
If the card still does not appear, contact your Kleer consultant for further assistance.
How do I remove a cardholder?
If a person should no longer have a business card, you must first close their existing cards in Mynt.
Once the person no longer has any business cards linked to their account, a trash can icon will appear next to their name in Kleer.
Close the person's business cards in Mynt.
Go to Expenses → Business cards in Kleer.
Click the trash can icon next to the user.
Confirm that you want to remove the person as a cardholder.
The user will then also be deactivated in Mynt.
If the person needs a business card again later, you can add them as a cardholder in Kleer.
Can one person have multiple business cards?
Yes. A person can have multiple business cards.
The user only needs to be registered once as a cardholder in Kleer. Additional cards can then be created for them in Mynt.
Can we use business cards from other card issuers in Kleer?
Yes. Business cards from other card issuers can be added manually in Kleer using Add card manually.
Transactions made with these cards must then be added manually under Manage expenses.
However, the manual card feature must not be used for Kleer cards managed through Mynt.
Why am I receiving an error message when trying to get started?
The most common reasons are:
The administrator does not have an email address: Make sure the selected administrator has an email address registered under Settings → Users in Kleer.
The company's address is incomplete: Contact your Kleer consultant and ask them to verify the company's registered address.
Once the information has been corrected, you can try again.
Who can manage business cards in Kleer?
To manage business cards, a user must have the Manage business cards permission.
This permission is also included in the Finance Manager role.
Users with Full read access or Auditor roles can access the Business cards page but can only view information.
Who is responsible for the foreign exchange markup on the Kleer card?
Mynt is responsible for the foreign exchange markup applied to card purchases made in foreign currencies with the Kleer card.
Although the card is offered in partnership with Kleer, the company remains a customer of Mynt, which provides the card service and processes card transactions.
For information about the foreign exchange markup applicable to your card, please contact Mynt's support team through the chat in the bottom-right corner.
Who should I contact if I need help?
Contact Mynt for questions about:
Business cards and card settings.
Declined card purchases and card transactions.
Credit, deposits, and spending limits.
Account balances and account statements.
Foreign exchange markups and card-related fees.
Freezing or closing cards.
Contact Kleer for questions about:
User administration in Kleer.
Synchronization between Kleer and Mynt.
Receipts and expense reporting.
Accounting and accounting accounts.
Error messages when setting up the Kleer card.
For questions about Kleer, contact your Kleer consultant.
For questions about your Mynt account, contact our support team through the chat in the bottom-right corner.
We're happy to help!