Before setting up the integration, create the accounts you wish to use in your chart of accounts in Aplos. These will be visible in PEX to assign to your transactions.

Create an asset account for tracking your account balance in PEX

This will allow you to map all PEX purchases, fees, rebates and transfers against a single asset account. If you need to create an asset account, see our guide for setting up your chart of accounts in Aplos. You only need to create one asset account regardless of the number of cards you issue. Mark this asset account as a 'Register' account in order for it to appear in the PEX connector.
Note: Individual card balances will be visible from the prepaid card screen in Aplos. 

Accounts, funds, and tags for expense tracking

When you create accounts, funds, and tags to track your expenses, these will sync to PEX so you can assign them to your transactions. After connecting Aplos and PEX, when you add additional accounts, funds, or Aplos tags, the integration will sync daily and update your PEX account with new options. 

Create Aplos tags to track individual prepaid cards (optional)

Aplos tags will help further categorize your transactions for more detailed reporting by cardholders. This is an optional upgrade to your Aplos subscription. For more information, see our guide on Aplos accounting tags.