Context
Company credit cards are often canceled because there was a dispute, the card expires, the employee leaves, etc.. If the card incurred any transactions beforehand, the company still needs to reconcile them.
Problem
If a credit card is closed/canceled in New Expensify (terminated for Expensify Cards, unassigned for third-party cards), there's currently no easy way to view the transactions from that card in Expensify. Admins are forced to scour the list of all credit card expenses to find them, which is an arduous, unnecessarily manual process.
Solution
Show closed cards on the card filter of the reports page. This would allow admins to filter for transactions on terminated Expensify Cards/unassigned company cards, allowing them to easily view/account for the transactions in one place. Only cards that have incurred transactions before being terminated/unassigned would appear in this section.
I'm thinking the easiest way to do this would be just to add a Closed cards section to the existing Card filter on the reports page, below the active cards. But interested to hear what @Expensify/design thinks.
cc @JmillsExpensify @mountiny
Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~021897325581591971333
- Upwork Job ID: 1897325581591971333
- Last Price Increase: 2025-03-05
Issue Owner
Current Issue Owner: @lschurr
Context
Company credit cards are often canceled because there was a dispute, the card expires, the employee leaves, etc.. If the card incurred any transactions beforehand, the company still needs to reconcile them.
Problem
If a credit card is closed/canceled in New Expensify (terminated for Expensify Cards, unassigned for third-party cards), there's currently no easy way to view the transactions from that card in Expensify. Admins are forced to scour the list of all credit card expenses to find them, which is an arduous, unnecessarily manual process.
Solution
Show closed cards on the card filter of the reports page. This would allow admins to filter for transactions on terminated Expensify Cards/unassigned company cards, allowing them to easily view/account for the transactions in one place. Only cards that have incurred transactions before being terminated/unassigned would appear in this section.
I'm thinking the easiest way to do this would be just to add a
Closed cardssection to the existingCardfilter on the reports page, below the active cards. But interested to hear what @Expensify/design thinks.cc @JmillsExpensify @mountiny
Issue Owner
Current Issue Owner: @Upwork Automation - Do Not Edit
Issue Owner
Current Issue Owner: @lschurr