diff --git a/docs/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay.md b/docs/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay.md index 3c147e33517b..605d83072be9 100644 --- a/docs/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay.md +++ b/docs/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay.md @@ -1,32 +1,31 @@ --- -title: Add Expensify Card to Apple or Google Pay -description: Pay with your Expensify Card from your Apple or Google Pay wallet +title: Add the Expensify Card to Apple or Google Pay +description: Pay with your Expensify Card by adding it to your Apple Pay or Google Pay wallet for easy contactless payments. +keywords: [New Expensify, Expensify Card, Apple Pay, Google Pay, mobile wallet, contactless payments, virtual card] --- +
-You can use your Expensify Card for contactless in-person payments by adding it to your digital wallet for Apple Pay (for iOS) or Google Pay (for Android). +You can use your Expensify Card for contactless in-person payments by adding it to your Apple Pay (iOS) or Google Pay (Android) wallet. -{% include selector.html values="mobile" %} +--- -{% include option.html value="mobile" %} -### Apple Pay +# Add Expensify Card to Apple Pay (iOS) -1. Open the Apple Pay app. -2. Tap the + button. -3. Tap **Debit or Credit Card**. +1. Open the **Apple Wallet** app. +2. Tap the **+** button. +3. Select **Debit or Credit Card**. 4. Tap **Continue**. -5. Follow the steps provided to add your virtual card. - -### Google Pay +5. Follow the on-screen steps to add your virtual Expensify Card. -1. Open the Google Pay app. -2. Tap **Add to Wallet**. -3. Tap **Payment Card**. -4. Tap **Add new debit or credit card**. -5. Add your virtual card details. +--- -{% include end-option.html %} +# Add Expensify Card to Google Pay (Android) -{% include end-selector.html %} +1. Open the **Google Wallet** app. +2. Tap **Add to Wallet**. +3. Select **Payment card**. +4. Tap **Add a new debit or credit card**. +5. Enter your virtual Expensify Card details to complete the setup.
diff --git a/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md new file mode 100644 index 000000000000..4528c13604af --- /dev/null +++ b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md @@ -0,0 +1,124 @@ +--- +title: Using Your Expensify Card in New Expensify +description: Learn how to activate, use, and manage your physical and virtual Expensify Card, including Smart Limits, notifications, and troubleshooting. +keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined] +--- +
+ +Once you receive your Expensify Visa® Commercial Card, you can activate it and start using it immediately. When you use your Expensify Card, expenses are automatically created, and SmartScanned receipts are matched to the corresponding transactions. For most purchases, excluding lodging, Expensify also generates IRS-compliant eReceipts. If your organization doesn't require itemized receipts, you can rely on eReceipts to meet documentation requirements. + +--- + +# Activate your Expensify Card + +1. In the left-hand menu, select **Reports > Tasks**. +2. Complete the task labeled **Activate your Expensify Card**. +3. Enter the last 4 digits of your physical card to activate it. + +Once activated, your card is ready to use! + +--- + +# View Your Smart Limit + +Your **Smart Limit** is the amount you're allowed to spend without approved expenses. This limit is set and managed by your workspace admin. + +**To view your current limit:** +1. From the left-hand menu, select **Account > Wallet**. +2. Click your Expensify Card to view your Smart Limit. + +If you try to make a purchase that exceeds this limit, the transaction will be declined. + +--- + +# Enable Notifications + +Get real-time alerts for purchases and declines by enabling push notifications. + +## iPhone + +1. Open your device's **Settings**. +2. Scroll down and tap **New Expensify**. +3. Tap **Notifications** and toggle notifications **On**. +4. Customize your alert style based on your preferences. + +## Android + +1. Open your device's **Settings**. +2. Tap **Notifications**, then **App notifications**. +3. Find and tap **New Expensify**. +4. Toggle notifications **On**. +5. Customize your alert style based on your preferences. + +See this guide for more information on [setting up Expensify Card notifications](https://help.expensify.com/articles/new-expensify/expensify-card/Enable-Expensify-Card-notifications). + +--- + +# Manage Your Card Expenses + +- **Submit expenses regularly**: As expenses are approved, your Smart Limit is restored. +- **SmartScan receipts**: Receipts will auto-merge with card transactions when scanned. +- **eReceipts**: IRS-compliant receipts are generated for most transactions except lodging. +- **Expense reporting**: Submit your card transactions like any other expense. Approval refreshes your available Smart Limit. + +--- + +# The Virtual Card + +Virtual cards are great for online and mobile purchases. They share the same Smart Limit as your physical card. + +## Benefits of using a virtual card + +A virtual card is a secure, flexible way to manage online spending: + +- **Flexibility**: Create and delete cards instantly. +- **Customizable limits**: Set spending limits for individual cards. +- **Security**: Issue cards for one-time or recurring use, reducing the risk of fraud. +- **Spending insights**: Assign cards to teams or vendors to track recurring expenses + +## View your virtual card details + +1. From the left-hand menu, go to **Account > Wallet**. +2. Click your Expensify Card. +3. Click **Reveal Details** to view the card number, expiration date, CVV, and billing address. + +--- + +# Add the Card to Your Digital Wallet + +**Follow these steps to add the Expensify Card to your digital wallet:** + +1. Open the Expensify app. +2. Tap your profile image, then go to **Wallet**. +3. Select your Expensify Card. +4. Tap **Add to Apple Wallet** or **Add to Google Pay** and follow the prompts. + +For more details on adding a card to Apple or Android Pay, see this [guide](https://help.expensify.com/articles/new-expensify/expensify-card/Add-Expensify-Card-to-Apple-or-Google-Pay). + +--- + +# FAQ + +## What if I haven’t received my Expensify Card? + +If your physical card hasn't arrived within a week, you'll want to double-check your mailing address and order a new card. See this guide for requesting a new Expensify Card. + +## Why did my card get declined? + +Common reasons for Expensify card declines include: +- **Smart Limit exceeded**: Check your available limit under **Account > Wallet**. +- **Inactive or disabled card**: Contact your workspace admin to confirm the status of your card. +- **Incorrect details**: Double-check the CVC, ZIP code, and expiration date. +- **Suspicious activity**: You may need to manually approve flagged transactions from your Home page. +- **Restricted country**: Transactions are blocked in specific regions due to US sanctions. + +## How do I deactivate my card and request a replacement? + +If your card is lost, stolen, or damaged: +1. Go to **Account > Wallet** from the left-hand menu. +2. Locate your physical card and click **Report card lost or damaged**. +3. Choose the reason for the card replacement. +4. Enter your updated address under **Please confirm the mailing address for your new card** and click **Save**. +5. Update your mailing address and click **Deactivate card** to complete the card replacement process. + +
diff --git a/docs/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions.md b/docs/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions.md index b2a4456ac138..70e14dc73fdc 100644 --- a/docs/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions.md +++ b/docs/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions.md @@ -1,6 +1,7 @@ --- title: Disputing Expensify Card Transactions description: Step-by-step guide to disputing fraudulent or service-related charges on your Expensify Visa® Commercial Card +keywords: [New Expensify, dispute, fraud on Expensify Card] ---
@@ -20,29 +21,22 @@ If you encounter unrecognized, unauthorized, or fraudulent charges on your Expen - Non-received merchandise. - Duplicate charges for the same transaction. - Transactions with incorrect amounts. -- Refunds not received after a return. +- Refunds that were not received after a return. --- # Steps to Report Fraudulent Transaction Activity ## 1. Deactivate Your Card Immediately -If you suspect fraud, deactivate your card to prevent further unauthorized charges: -**On Desktop:** +**If you suspect fraud, deactivate your card to prevent further unauthorized charges:** + 1. Click your profile image in the bottom-left menu. 2. Select **Wallet** from the left menu. 3. Choose your Expensify Card. 4. Click **Report card fraud**. 5. Follow the prompts to deactivate your card and request a replacement. -**On Mobile:** -1. Tap your profile image in the bottom menu. -2. Tap **Wallet**. -3. Select your Expensify Card. -4. Tap **Report card fraud**. -5. Follow the prompts to deactivate your card and request a replacement. - ## 2. Contact Expensify - After deactivating your card, contact Expensify Concierge to report the fraudulent transaction: - **Expensify Chat:** Open your Expensify Chat inbox and message Concierge. @@ -52,26 +46,30 @@ If you suspect fraud, deactivate your card to prevent further unauthorized charg - Any supporting documentation. ## 3. Enable Two-Factor Authentication (2FA) - - If you haven't already, strengthen your account’s security by [enabling 2FA](https://help.expensify.com/articles/new-expensify/settings/Enable-Two-Factor-Authentication). + +If you haven't already, strengthen your account’s security by [enabling 2FA](https://help.expensify.com/articles/new-expensify/settings/Enable-Two-Factor-Authentication). --- # Steps to Report a Service Dispute ## Contact the Merchant - - Most service-related issues can be resolved directly with the merchant. This is the quickest way to address disputes. + +Most service-related issues can be resolved directly with the merchant. This is the quickest way to address disputes. ## Contact Expensify - - If the issue isn’t resolved with the merchant, contact Expensify Concierge to start the dispute process: - - **Expensify Chat:** Open your Expensify Chat inbox and message Concierge. - - **Email:** Send your dispute details to concierge@expensify.com. + +**If the issue isn’t resolved with the merchant, contact Expensify Concierge to start the dispute process:** + + - **Expensify Chat:** Open your Expensify Chat inbox and message Concierge. + - **Email:** Send your dispute details to concierge@expensify.com. - Provide the following: - Details of the disputed charge (e.g., reason, steps taken). - Supporting documentation (e.g., receipts, cancellation confirmations). --- -{% include faq-begin.md %} +# FAQ ## How am I protected from fraud? Expensify employs advanced algorithms to detect unusual card activity and provides real-time notifications for every charge on your card. @@ -82,6 +80,4 @@ The dispute process can take up to **90 days**. ## Can I cancel a dispute? Yes, you can cancel a filed dispute by messaging Concierge or your Account Manager via Expensify Chat. -{% include faq-end.md %} -
diff --git a/docs/articles/new-expensify/expensify-card/Enable-Expensify-Card-notifications.md b/docs/articles/new-expensify/expensify-card/Enable-Expensify-Card-notifications.md deleted file mode 100644 index bcf15e3a0a4c..000000000000 --- a/docs/articles/new-expensify/expensify-card/Enable-Expensify-Card-notifications.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Enable Expensify Card notifications -description: Allow notifications from Expensify ---- -
- -The Expensify mobile app sends you real-time notifications for spending activity on your Expensify Visa® Commercial Card, including -- Purchase notifications, including declined payments -- Fraudulent activity alerts -- Requests for purchases that require a SmartScanned receipt - -There are two steps to enable Expensify Card notifications. You’ll first enable alerts on your workspace, then you’ll enable notifications on your device. - -# Step 1: Enable alerts on your workspace - -{% include selector.html values="desktop, mobile" %} - -{% include option.html value="desktop" %} -1. From your Expensify Chat inbox, click the dropdown on the logo or avatar that is in the top left corner. -2. Select the workspace you want to update the notification settings for. -3. Click the expense chat in your inbox (it will be the chat that has your workspace’s name as the chat title). -4. Click the header at the top of the chat. -5. Click **Settings**. -6. Click **Notify me about new messages** and select **Immediately**. -{% include end-option.html %} - -{% include option.html value="mobile" %} -1. From your Expensify Chat inbox, tap the dropdown on the logo or avatar that is in the top left corner. -2. Select the workspace you want to update the notification settings for. -3. Tap the expense chat in your inbox (it will be the chat that has your workspace’s name as the chat title). -4. Tap the header at the top of the chat. -5. Tap **Settings**. -6. Tap **Notify me about new messages** and select **Immediately**. -{% include end-option.html %} - -{% include end-selector.html %} - -# Step 2: Enable notifications on your device - -**iPhone** - -1. Go to your device settings. -2. Find and tap **New Expensify**. -3. Tap **Notifications** and enable notifications. -4. Customize your alerts. Depending on your phone model, you may have extra options to customize the types of notifications you receive. - -**Android** - -1. Go to your device settings. -2. Tap **Notifications** and select **Apps notifications**. -3. Find and tap **New Expensify**. -4. Enable notifications. -5. Customize your alerts. Depending on your phone model, you may have extra options to customize the types of notifications you receive. - -You will now receive real-time spend notifications to your mobile device. - -
diff --git a/docs/articles/new-expensify/expensify-card/Expensify-Card-Notifications.md b/docs/articles/new-expensify/expensify-card/Expensify-Card-Notifications.md new file mode 100644 index 000000000000..8db6421f7c80 --- /dev/null +++ b/docs/articles/new-expensify/expensify-card/Expensify-Card-Notifications.md @@ -0,0 +1,48 @@ +--- +title: Expensify Card Notifications +description: Set up real-time notifications for your Expensify Visa® Commercial Card by enabling workspace and device-level alerts. +keywords: [Expensify Card, notifications, mobile alerts, declined transaction, SmartScan receipt, workspace alerts, real-time spend alerts] +--- + +
+ +Get real-time updates about your Expensify Visa® Commercial Card spending by enabling notifications on both your workspace and device. These alerts help you stay informed about: + +- Purchases and declined transactions +- Fraudulent activity +- Receipt requests for SmartScanned transactions + +**Note:** To turn on Expensify Card notifications, you must first enable alerts from your workspace and then ensure they’re also allowed on your mobile device. + +--- + +# Enable Workspace Notifications + +1. Head to your **Inbox** in the left-hand menu. +2. Search for the workspace you'd like to update. +3. In your inbox, open the chat titled with your workspace name. +4. Click the chat header at the top. +5. Click **Settings > Notify me about new messages**, then choose **Immediately**. + +--- + +# Enable Notifications on Your Device + +## iPhone + +1. Open your device's **Settings**. +2. Scroll down and tap **New Expensify**. +3. Tap **Notifications** and toggle notifications **On**. +4. Customize your alert style based on your preferences. + +## Android + +1. Open your device's **Settings**. +2. Tap **Notifications**, then **App notifications**. +3. Find and tap **New Expensify**. +4. Toggle notifications **On**. +5. Customize your alert style based on your preferences. + +Once both settings are enabled, you'll start receiving instant updates for your Expensify Card activity. + +
diff --git a/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md b/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md index e3de671982a1..b06788603a4d 100644 --- a/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md +++ b/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md @@ -1,19 +1,25 @@ --- title: Expensify Card Perks description: An overview of all the perks the Expensify Card offers +keywords: [New Expensify, card rewards, Expensify Card perks] --- + +
+ From cash-back rewards to discounts on popular services, the Expensify Card offers benefits that make it more than just a corporate card. In this article, we’ll highlight the various perks available to cardholders, how to access them, and how they can benefit your business operations. Whether you're looking to cut costs, streamline workflows, or unlock valuable savings, the Expensify Card perks are tailored to meet your needs. +--- + # Expensify Perks ## Cashback -Get 1% cash back with every swipe — no minimums necessary — and 2% back if you spend $250k+/month across cards. - -This applies to US purchases only. +Get 1% cash back with every swipe — no minimums necessary — and 2% back if you spend $250k+/month across cards. This applies to US purchases only. ## Discounts on Monthly Expensify Bill Get the Expensify Visa® Commercial Card and use it for at least half of your organization's monthly expenses to save 50% on your monthly Expensify bill. +--- + # Perks with Expensify's Partners ## Amazon AWS @@ -23,6 +29,8 @@ Whether you're a two-person startup or a venture-backed company, AWS Activate pr For more details, refer to the [AWS Activate terms and conditions](https://aws.amazon.com/activate/terms/) and the [Activate FAQs](https://aws.amazon.com/activate/faq/). +--- + ## Stripe Stripe’s integrated payments platform helps you build and scale your business globally, whether you're creating a subscription service, an on-demand marketplace, or an e-commerce store. @@ -30,16 +38,22 @@ Stripe will waive the processing fees for the first $5,000 in payments for Expen **How to redeem:** Sign up for Stripe using your Expensify Card. +--- + ## Lamar Advertising Lamar offers out-of-home advertising on billboards, digital displays, airport signage, transit, and highway logo signs. Expensify Cardholders receive a minimum 10% discount on their first campaign. **How to redeem:** Contact Expensify’s dedicated account manager, Lisa Kane (email: lkane@lamar.com), and mention that you’re an Expensify Cardholder. +--- + ## Carta Simplify equity management with Carta. Expensify Cardholders receive a 20% discount on the first year and waived implementation fees. **How to redeem:** Sign up using your Expensify Card. +--- + ## Pilot Pilot specializes in bookkeeping and tax preparation for startups and e-commerce providers. When you use Pilot, you're paired with a dedicated finance expert who handles the work for you and answers your questions. @@ -47,11 +61,15 @@ Pilot specializes in bookkeeping and tax preparation for startups and e-commerce **How to redeem:** Sign up using your Expensify Card. +--- + ## Spotlight Reporting Spotlight Reporting is a cloud-based reporting and forecasting tool designed by accountants, for accountants. Expensify Cardholders receive a 20% discount on their subscription for the first six months, plus one free seat for Spotlight Certification. **How to redeem:** Sign up using your Expensify Card. +--- + ## Guideline Guideline's full-service 401(k) plans make it easier and more affordable to offer your employees the retirement benefits they deserve. @@ -59,11 +77,15 @@ Guideline's full-service 401(k) plans make it easier and more affordable to offe **How to redeem:** Sign up using your Expensify Card. +--- + ## Gusto Gusto's platform helps businesses onboard, pay, insure, and support their teams. Expensify Cardholders receive three months of free service. **How to redeem:** Sign up using your Expensify Card. +--- + ## QuickBooks Online QuickBooks accounting software keeps your books accurate and up to date with features like invoicing, cash flow management, expense tracking, and more. @@ -71,11 +93,15 @@ QuickBooks accounting software keeps your books accurate and up to date with fea **How to redeem:** Sign up using your Expensify Card. +--- + ## Highfive Highfive improves the ease and quality of in-room video conferencing. Expensify Cardholders receive 50% off the Highfive Select Starter Package and 10% off the Highfive Premium Package. **How to redeem:** Sign up using your Expensify Card. +--- + ## Zendesk Expensify Cardholders receive $436 in credits for Zendesk Suite products per month for the first year. @@ -85,10 +111,12 @@ Expensify Cardholders receive $436 in credits for Zendesk Suite products per mon - Click the "Buy Now" button inside your trial. - Select your plan with monthly billing. - The $436 monthly credit applies to up to four licenses of the Suite but can also be applied to any other monthly plan. -- Enter the promo code you receive. +- Enter the promo code you received. - Complete the checkout process. - After 12 monthly billing periods, your free credit will expire, and you'll be charged for the next month. +--- + ## Xero Xero offers accounting software with everything you need to run your business seamlessly. @@ -96,6 +124,8 @@ Xero offers accounting software with everything you need to run your business se **How to redeem:** Visit [this page](https://apps.xero.com/us/app/expensify?xtid=x30expensify&utm_source=expensify&utm_medium=web&utm_campaign=cardoffer) and sign up using your Expensify Card. +--- + ## Freshworks Boost your startup journey with customer and employee engagement solutions from Freshworks, including CRM, live chat, support, marketing automation, ITSM, and HRMS. @@ -103,16 +133,22 @@ Boost your startup journey with customer and employee engagement solutions from **How to redeem:** Click [here](https://www.freshworks.com/partners/startup-program/expensify-card/) and fill out the form; Freshworks will automatically recognize your company as an Expensify Card customer. +--- + ## Slack Get 25% off your first year with Slack, enjoying premium features like unlimited messaging, apps, Slack Connect channels, group video calls, priority support, and more. **How to redeem:** Click [here](https://slack.com/promo/partner?remote_promo=ead919f5) to redeem the offer using your Expensify Card. +--- + ## Deel Deel simplifies onboarding international team members in 150 different countries. Expensify Cardholders receive three months free, followed by 30% off for the rest of the year. **How to redeem:** Click [here](https://www.deel.com/partners/expensify) and sign up using your Expensify Card. +--- + ## Snap Expensify Cardholders receive $1,000 in Snap credits when they spend $1,000 in Snapchat's Ads Manager. @@ -122,13 +158,17 @@ Expensify Cardholders receive $1,000 in Snap credits when they spend $1,000 in S - Add the Expensify Card as your payment option for your Snap Business account. - Credits will automatically be placed in your account once you've reached $1,000 in spend. +--- + ## Aircall -Aircall is a cloud-based phone system for sales and support teams. Expensify Cardholders receive two months free, with discounts ranging from $270 to $9,000+ depending on the number of users. +Aircall is a cloud-based phone system for sales and support teams. Expensify Cardholders receive two months free, with discounts ranging from $270 to $9,000+, depending on the number of users. **How to redeem:** - Click [here](http://pages.aircall.io/Expensify-RewardsPartnerReferral.html) to sign up for a demo. - Let the Aircall team know you're an Expensify customer. +--- + ## NetSuite NetSuite helps companies manage core business processes with a cloud-based ERP and accounting software. Expensify has a direct integration with NetSuite to synchronize data and customize expense coding. @@ -141,6 +181,8 @@ NetSuite helps companies manage core business processes with a cloud-based ERP a **Note:** This offer is only for prospective NetSuite customers. +--- + ## PagerDuty PagerDuty's platform integrates machine data and human intelligence to improve visibility and agility across organizations. @@ -148,6 +190,8 @@ PagerDuty's platform integrates machine data and human intelligence to improve v **How to redeem:** Sign up using your Expensify Card and enter the discount code EXPENSIFYPDTEAM for the Team plan or EXPENSIFYPDBUSINESS for the Business plan at checkout. +--- + ## Typeform Typeform makes collecting and sharing information easy and conversational, allowing you to create anything from surveys to apps without writing a single line of code. @@ -163,6 +207,8 @@ Typeform makes collecting and sharing information easy and conversational, allow - Enter the coupon code EXPENSIFY30 on the checkout page. - Fill out all payment details using your Expensify Card and click "Upgrade now." +--- + ## Intercom Intercom offers a suite of messaging-first products to help businesses accelerate growth across the customer lifecycle. @@ -170,5 +216,14 @@ Intercom offers a suite of messaging-first products to help businesses accelerat **How to redeem:** Sign up using your Expensify Card. +--- + ## Talkspace Talkspace provides prescription management and personalized treatment through a network of licensed prescribers trained in mental healthcare. Expensify Cardholders receive $125 off Talk + +--- + +For more information on the perks of using the Expensify Card, reach out to Concierge support! + +
+ diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md new file mode 100644 index 000000000000..6ca0cf9d572e --- /dev/null +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -0,0 +1,101 @@ +--- +title: Set Up and Manage Expensify Cards +description: Learn how Workspace Admins can enable, issue, and manage Expensify Cards for employees, including spending limits, bank connections, and virtual card setup. +keywords: [New Expensify, Expensify Card setup, manage virtual card, card limits, Expensify Visa, card settings, Workspace Admin] +--- +
+ +Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manage company spending with real-time controls and flexibility across employees and subscriptions. + +**The Expensify Card offers powerful spend control tools, including:** + +- Unlimited virtual cards +- Individual monthly or fixed spend limits +- Custom names for easier categorization +- Spend restrictions by employee and merchant +- Real-time visibility and cash back rewards + +**Prerequisites:** You must be a workspace admin and have a U.S. business bank account connected to Expensify. See this guide on [connecting a business bank account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account). + +--- + +# Step 1: Enable the Expensify Card + +To turn on Expensify Cards for your workspace: + +1. From the left-hand menu, select **Settings > Workspaces > [Workspace Name] > More features** +2. Under **Spend**, toggle on **Expensify Card** + +![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_01.png){:width="100%"} + +--- + +# Step 2: Select a Bank Account + +Link a U.S. business bank account to pay the card balance: + +1. From the left-hand menu, select **Workspaces > [Workspace Name] > Expensify Card** +2. Click **Issue new card** +3. Choose an existing account or [add a new bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) as the settlement account. + +![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"} + +--- + +# Step 3: Issue Expensify Cards + +You can issue virtual or physical cards to employees: + +1. From the left-hand menu, head to **Workspaces > [Workspace Name] > Expensify Cards** +2. Click **Issue new card** +3. Select the employee +4. Choose **Virtual** or **Physical** +5. Pick a limit type: + - **Smart limit**: Spend up to a threshold before needing approval + - **Monthly limit**: Capped monthly spend + - **Fixed limit**: One-time cap, card closes when reached +6. Enter the spending limit +7. Name the card for easier tracking +8. Click **Issue card** to confirm + +![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"} + +--- + +# Monitor and Manage Cards + +**After issuing cards, you can view, adjust, or deactivate them:** + +1. From the left-hand menu, select **Workspaces > [Workspace Name] > Expensify Card** +2. See a list of all issued cards +3. Click a card to view details or adjust: + - Spending limit + - Limit type + - Card name + - Deactivation +4. To change the linked bank account or update settlement frequency, click **Settings**. + +![Click Expensify Card in the left menu to see a list of cards]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_05.png){:width="100%"} + +![Click the card row to view the card details and make settings adjustments]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_06.png){:width="100%"} + +![Click Settings to adjust the settlement account or frequency]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_07.png){:width="100%"} + +--- + +# FAQ + +## What kind of bank account is required? + +You’ll need a U.S. business bank account registered to a U.S.-incorporated business. + +## Can I use Expensify Cards across multiple workspaces? + +Yes, but each workspace must have its **own settlement account**. For example, using the card in three workspaces requires three separate bank accounts. + +## Can an employee have multiple cards? + +- **Yes**: Employees can have unlimited **virtual cards** (e.g. for trips or subscriptions). +- **No**: Only **one active, physical card** is allowed per employee. + +
diff --git a/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md deleted file mode 100644 index ccb5f5709421..000000000000 --- a/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md +++ /dev/null @@ -1,74 +0,0 @@ ---- -title: Set up the Expensify Card -description: How to set up the Expensify Card on your workspace ---- -
- -{% include info.html %} -You must be a Workspace Admin to complete this process. -{% include end-info.html %} - -The Expensify Visa® Commercial Card is available on all USD workspaces. It provides tools to manage employee spending, including: - -- Unlimited virtual cards -- Controlled spending amounts on virtual cards to manage subscriptions -- Tighter controls for managing spend across employees and merchants -- Fixed or monthly spend limits for each card -- Unique naming for each virtual card for simplified expense categorization - -To enable and issue Expensify Cards for your workspace, complete the steps below. - -# Step 1: Enable Expensify Cards - -1. Click **Settings** in the bottom left menu. -2. Scroll down and click **Workspaces** in the left menu. -3. Select the workspace you want to enable Expensify Cards for. -4. Click **More features** in the left menu. -5. Under the **Spend** section, enable the Expensify Card toggle. - -![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_01.png){:width="100%"} - -# Step 2: Select a bank account - -Before you can issue your Expensify Cards, you must connect your cards with the bank account that will be used to pay balances on the cards. - -1. Click **Expensify Card** in the left menu. -2. Click **Issue new card**. -3. Select an existing bank account from the list, or follow [the steps to add a new one](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account). - -![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"} - -# Step 3: Issue cards - -Issue physical and/or virtual cards to employees. - -1. Click **Issue card** in the top right. -2. Select the employee that you want to issue the card to. -3. Select whether you want to issue a physical or virtual card. -4. Pick a smart, monthly, or fixed limit: - - Smart limits allow spending up to a certain amount before requiring approval. - - Monthly limits allow spending up to a certain amount per month. - - Fixed limits allow spending up to a certain amount before the card is terminated. -5. Enter the limit amount. -6. Add a card name. -7. Click **Issue card** to confirm and issue the card. - -![Click the issue card button in the top right]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_03.png){:width="100%"} - -![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"} - -{% include faq-begin.md %} -**Do you need a specific type of bank account to use the Expensify Card?** - -At this time, the Expensify Card requires a US business bank account opened in the name of a business incorporated in the US. - -**Can I use the Expensify Card across multiple workspaces?** - -You can use the Expensify Card on every workspace you create. However, a settlement account can only be used with the Expensify Card on one workspace. For example, if you’re using the Expensify Card on three workspaces, you need three settlement accounts. - -**Can I issue multiple cards to the same employee??** - -Yes, you can issue unlimited **virtual cards** to employees. However, each employee can only have **one physical card** at a time. This allows flexibility for various use cases, such as providing employees with multiple virtual cards for specific trips, purchases, or projects while maintaining a single physical card per person. -{% include faq-end.md %} - -
diff --git a/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md new file mode 100644 index 000000000000..cbc965b07d82 --- /dev/null +++ b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md @@ -0,0 +1,39 @@ +--- +title: Update the Mailing Address for Your Expensify Card +description: Learn how to update the mailing address for your Expensify Visa® Commercial Card, with or without requesting a replacement. +keywords: [Expensify Card, update address, mailing address, card replacement, new card, lost card, Wallet] +--- +
+ +This article explains how to update your mailing address for the Expensify Visa® Commercial Card—whether you simply need to change the address on file or send a new card to the new location. + +--- + +# Update Your Mailing Address Without Replacing Your Card + +**If your card hasn't shipped yet and you only need to change the address on file, follow these steps:** + +1. Go to **Account > Wallet**from the left-hand menu. +2. Locate your physical card and click **Report card lost or damaged**. +3. Choose **My card was damaged**. + - **Note:** Even if you haven't damaged the card, selecting that option allows you to update your address. +4. Enter your updated address under **Please confirm the mailing address for your new card** and click **Save**. +5. Instead of clicking **Ship new card**, click the **Back** button to save the new address. + +Your address is now updated! If the card hasn't shipped yet, it will automatically be sent to the new address. + +--- + +# Update Mailing Address and Request a New Card + +**If your card has already shipped to the wrong address, follow these steps to resend it to your updated location:** + +1. Go to **Account > Wallet** from the left-hand menu. +2. Locate your physical card and click **Report card lost or damaged**. +3. Choose **I lost my card**. +4. Enter your updated address under **Please confirm the mailing address for your new card** and click **Save**. +5. Update your mailing address and click **Deactivate card** to complete the card replacement process. + +Your new Expensify Visa® Commercial Card will arrive in **3-5 business days**. + +
diff --git a/docs/articles/new-expensify/expensify-card/Update-your-Expensify-Card-mailing-address.md b/docs/articles/new-expensify/expensify-card/Update-your-Expensify-Card-mailing-address.md deleted file mode 100644 index 6ce53b6a359a..000000000000 --- a/docs/articles/new-expensify/expensify-card/Update-your-Expensify-Card-mailing-address.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Update your Expensify Card mailing address -description: Change your mailing address for your Expensify Card ---- -
- -1. Hover over Settings, then click **Account**. -2. Click the **Credit Card Import** tab. -3. Click **Request a New Card** on your physical card pending activation. -4. Select **I lost my card**. - -{% include info.html %} -If you’re updating your address to receive your new Expensify Visa® Commercial Card, you’ll still select **I lost my card** even though you have not lost a card. -{% include end-info.html %} - -{:start="5"} -5. Confirm your details and click **Continue**. -6. Update your address and click **Continue**. - -{% include info.html %} -If you’re updating your address to receive your new Expensify Visa® Commercial Card, you can click the X in the right corner to end the process here if the new card has not been shipped out to you yet. However, if the new card has already been shipped out to an incorrect address, proceed to the next step to resend the card to the newly updated address. -{% include end-info.html %} - -{:start="7"} -7. Proceed with the card replacement. - -Your new card will arrive in 2-3 business days. - -
diff --git a/docs/articles/new-expensify/expensify-card/Use-your-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Use-your-Expensify-Card.md deleted file mode 100644 index cf8b3d788341..000000000000 --- a/docs/articles/new-expensify/expensify-card/Use-your-Expensify-Card.md +++ /dev/null @@ -1,72 +0,0 @@ ---- -title: Use your Expensify Card -description: Use your physical or virtual Expensify Card ---- -
- -As soon as you receive your physical Expensify Visa® Commercial Card, you can start using it right away by swiping it like you would with any other card. You can also link your card to your Apple or Google Pay mobile wallet to make in-person, contactless payments. You can also use your virtual Expensify Card for online and in-app purchases. - -A virtual card is a digital card that can be used for online transactions. Virtual cards have the same details as physical cards, but they offer several additional benefits: -- **Flexibility:** Virtual cards can be created or deleted instantly. They can be used for individual transactions with predetermined amounts or recurring payments and subscriptions. -- **Customizable limits**: You can set spending limits for each virtual card. -- **Security**: Admins have the option to issue virtual cards for a single-use (e.g., for one of the expenses) or fixed-use (e.g., for recurring expenses). Since you have placed a limit on their usage, it makes them less susceptible to unauthorized transactions. -- **Insights**: When assigning a virtual card to a team, department, or vendor, you can easily track recurring spending for specific vendors. - -# View your virtual card details - -{% include selector.html values="desktop, mobile" %} - -{% include option.html value="desktop" %} -1. Click your profile image or icon in the bottom left menu. -2. Click **Wallet** in the left menu. -3. Click your Expensify Card. -4. Click **Reveal Details** to view your virtual Expensify Card number, expiration date, CVV, and address. -{% include end-option.html %} - -{% include option.html value="mobile" %} -1. Tap your profile image or icon in the bottom menu. -2. Tap **Wallet**. -3. Tap your Expensify Card. -4. Tap **Reveal Details** to view your virtual Expensify Card number, expiration date, CVV, and address. -{% include end-option.html %} - -{% include end-selector.html %} - -{% include faq-begin.md %} - -## Why did my transaction get declined? - -Here are some reasons why an Expensify Card transaction might be declined: - -- **Insufficient card limit**: If a transaction exceeds your Expensify Card’s available limit, the transaction will be declined. Submitting expenses and getting them approved will free up your limit for more spending. -- **Inactive card**: Your card isn’t active yet or it was disabled by your Domain Admin -- **Incorrect card details**: Your card information was entered incorrectly with the merchant. Entering incorrect card information, such as the CVC, ZIP, or expiration date, will also lead to declines. There was suspicious activity -- **Fraudulent or risky activity**: If Expensify detects unusual or suspicious activity, we may block transactions as a security measure. This could happen due to irregular spending patterns, attempted purchases from risky vendors, or multiple rapid transactions. Check your Expensify Home page to approve unusual merchants and try again. If the spending looks suspicious, we may complete a manual due diligence check, and our team will do this as quickly as possible - your cards will all be locked while this happens. The merchant is located in a restricted country - -## Where can I use my Expensify Card? - -Generally, the Expensify Card can be used anywhere Visa is accepted. However, the Expensify Card program is based in the US, so we are bound by US sanctions and other international limitations. - -Expensify Card purchases will be declined if a merchant is physically located in, or has its headquarters or billing address, in the following countries -- Belarus, Burundi, Cambodia, Central African Republic, Democratic Republic of the Congo, Cuba, Iran, Iraq, North Korea, Lebanon, Libya, Russia, Somalia, South Sudan, Syrian Arab Republic, Tanzania, Ukraine, Venezuela, Yemen, Zimbabwe - -## How do I report my Expensify Card expenses? - -You can report and submit Expensify Card expenses just like any other expenses, and you’ll want to submit them regularly to ensure you have a sufficient spending amount available on the card. As your expenses are approved, your Smart Limit updates accordingly. - -{% include info.html %} -SmartScanned receipts should automatically attach to the related Expensify Card expense. Expensify also automatically generates an IRS-compliant eReceipt for every transaction as long as the expense isn’t lodging-related. If your organization doesn’t require itemized receipts, you can rely on eReceipts instead. -{% include end-info.html %} - -## How do I deactivate my card and request a replacement? - -If your Expensify card was lost or stolen, please deactivate your card immediately! ​To deactivate your card and request a new one, please follow these steps: - -1. Tap your profile image in the bottom menu. -2. Tap Wallet. -3. Select your Expensify Card. -4. Click Report physical card loss or damage -5. Follow the prompts to request a new card. - -{% include faq-end.md %} - -
diff --git a/docs/redirects.csv b/docs/redirects.csv index f4df3bf80483..f0c51d3eca17 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -855,6 +855,8 @@ https://help.expensify.com/articles/new-expensify/chat/Flag-chat-messages,https: https://help.expensify.com/articles/new-expensify/chat/Leave-a-chat-room,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools https://help.expensify.com/articles/new-expensify/chat/Send-and-format-chat-messages,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools https://help.expensify.com/articles/new-expensify/chat/Start-a-conversation-thread,https://help.expensify.com/articles/new-expensify/chat/Chat-Features-and-Moderation-Tools +https://help.expensify.com/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card,https://help.expensify.com/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card +https://help.expensify.com/articles/new-expensify/expensify-card/Update-your-Expensify-Card-mailing-address, https://help.expensify.com/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address https://help.expensify.com/articles/new-expensify/reports-and-expenses/Send-an-invoice,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Send-an-Invoice https://help.expensify.com/articles/new-expensify/reports-and-expenses/Split-an-expense,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Split-Expenses https://help.expensify.com/articles/new-expensify/reports-and-expenses/Track-expenses,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Track-Expenses