Create PEX tags for CMiC

PEX Tag manager is your one stop shop to sync CMiC fields with PEX tags. Each PEX tag corresponds to a CMiC field. The connector can auto pull in your Job/Dept/Eqp., Cost Code/Account/Category, Cost Type/Tran Code from CMiC, so you don’t have to add them manually in PEX.

Once they’re in PEX, you can easily code/tag transactions before they sync to CMiC. They will then sync to CMiC with the correct Job/Dept/Eqp., Cost Code/Account/Category, Cost Type/Tran Code.

1. Log in to http://dashboard.pexcard.com/

2. Go to Business Settings -> Tag manager

3. Click Add Tag.

4. Select Dropdown as the type.

5. Enter a name: Job/Dept/Eqp.

6. Optionally, add a description like “Job/Dept/Eqp.”

7. Check Enabled to make this tag visible on transactions.

8. Choose whether or not this tag is required.

   • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
9. Click Save tag to finish.

   • The new tag will appear on the Tag Manager page.
10. Create tags for Cost Code/Account/Category and Cost Type/Tran Code following the same steps above.

    • You will have three PEX tags: one for Job/Dept/Eqp., one for Cost Code/Account/Category, and one for Cost Type/Tran Code.

    

Once the tags are set up, you will also see them:

• In the dropdown lists of the Mappings table so you can do the mapping.

• On the PEX transaction details screen, so you and your Cardholders can tag transactions.