From f5b06f37c29e624a974bacf426e1937ace22b34f Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Dec 2025 16:36:56 -1000 Subject: [PATCH 1/7] Update Company-Card-Settings.md --- .../Company-Card-Settings.md | 20 +++++++++---------- 1 file changed, 10 insertions(+), 10 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md index 677535759a9a..d390cbff39c4 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md @@ -1,14 +1,14 @@ --- title: Company Card Settings -description: Learn how to manage company card settings, export transactions to accounting software, and enable eReceipts for efficient expense tracking in Expensify. -keywords: [New Expensify, company cards, card feed settings, accounting exports, ereceipts, expense automation, card management] +description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts. +keywords:[New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management] --- Workspace Admins can manage company card settings, export logic, and eReceipt functionality at the workspace level. This guide outlines how to configure your company card connection, route expenses to accounting systems, and automate receipt handling. --- -# Manage Company Card Settings +# Manage Company Card Settings for Commercial and Direct Feeds To adjust your card feed configuration: @@ -18,7 +18,7 @@ To adjust your card feed configuration: **Available actions include:** - **Rename the card feed connection** -- **Control whether cardholders can delete transactions:** Only affects **new** transactions going forward +- **Control whether cardholders can delete transactions:** Applies only to new transactions going forward - **Remove the card connection:** Unassigns all cards and deletes unsubmitted expenses in draft reports ![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"} @@ -31,7 +31,7 @@ If you’ve connected accounting software (like **QuickBooks**, **NetSuite**, or ## Export to a Central Account -To adjust this workspace-level setting: +To apply this setting to all card expenses in the workspace: 1. Go to **Workspaces > [Workspace Name] > Accounting > Connections > Export**. 2. Under **Export company card expenses as**, choose **Central account**. @@ -44,13 +44,13 @@ To override the central export account per card: 2. Click on an assigned card to open the **Card Details** page. 3. Select a specific **export account** for that card. -**Note:** If left set to **Default Card**, the central export account will be used. +**Note:** If the card is set to Default Card, the central export account will be used. --- -# Use eReceipts +# Use eReceipts with Third-Party Card Feeds -**eReceipts** are digital receipts that replace paper ones for many **USD transactions of $75 or less**. They’re available on both commercial and direct card feeds. +**eReceipts** are digital receipts that replace paper ones for many USD transactions of $75 or less on commercial and direct card feeds. 1. Go to **Workspaces > [Workspace Name] > More Features** and toggle on **Rules**. 2. Navigate to the **Rules** section. @@ -65,14 +65,14 @@ To override the central export account per card: # FAQ -## Are Company Cards Limited by Plan? +## Are commercial and direct feed cards limited by plan? Yes, below is a breakdown: - On the **Collect plan**, you can connect one [commercial](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds) or [direct feed](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds). - The **Control plan** supports **unlimited** card connections. - The [Expensify Card](https://use.expensify.com/company-credit-card) is available on **both plans**. -## When Do Card Transactions Import? +## When do transactions from direct or commercial feeds import? Transactions import **after a card is assigned**. Once a purchase **posts** (typically within 1–3 business days), it will appear in the cardholder’s account. From 5c9c7cbb3ae40a6a87750c33c4e213775bc221c4 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Dec 2025 16:44:26 -1000 Subject: [PATCH 2/7] Update Cardholder-Settings-and-Features.md --- .../expensify-card/Cardholder-Settings-and-Features.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) 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 index 4a3844ab668b..de4676870224 100644 --- a/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md @@ -1,7 +1,7 @@ --- 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] +keywords: keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined, eReceipts] --- 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. @@ -57,7 +57,7 @@ See this guide for more information on [setting up Expensify Card notifications] - **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. +- **eReceipts**: IRS-compliant receipts are generated for most transactions except lodging. There is no $75 cap for eReceipts on Expensify Card purchases. - **Expense reporting**: Submit your card transactions like any other expense. Approval refreshes your available Smart Limit. --- @@ -100,7 +100,7 @@ For more details on adding a card to Apple or Android Pay, see this [guide](http ## 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. +If your physical card hasn't arrived within a week, make sure your mailing address is correct and order a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#:~:text=Potentially%20fraudulent%20activity-,Request%20a%20Replacement%20Expensify%20Card,-Lost%2C%20Stolen%2C%20or) for requesting a new Expensify Card. ## Why did my card get declined? From 65100da6946c2ed5f269d77c257be5309909c484 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Dec 2025 16:45:31 -1000 Subject: [PATCH 3/7] Update Cardholder-Settings-and-Features.md --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index de4676870224..4ca2f0ae6a0b 100644 --- a/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md @@ -100,7 +100,7 @@ For more details on adding a card to Apple or Android Pay, see this [guide](http ## What if I haven’t received my Expensify Card? -If your physical card hasn't arrived within a week, make sure your mailing address is correct and order a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#:~:text=Potentially%20fraudulent%20activity-,Request%20a%20Replacement%20Expensify%20Card,-Lost%2C%20Stolen%2C%20or) for requesting a new Expensify Card. +If your physical card hasn't arrived within a week, make sure your mailing address is correct and order a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#steps-to-request-the-expensify-card)for requesting a new Expensify Card. ## Why did my card get declined? From 8c7ebf55ca5c8a8bbc654a996a4eaa28957d9ee6 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Dec 2025 16:46:39 -1000 Subject: [PATCH 4/7] Update Cardholder-Settings-and-Features.md --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 4ca2f0ae6a0b..8e5fae62e1b0 100644 --- a/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md @@ -1,7 +1,7 @@ --- 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: keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined, eReceipts] +keywords: [New Expensify, Expensify Card, Smart Limit, activate card, virtual card, card notifications, card declined, eReceipts] --- 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. From 2af2c8ad7b3fc483904e6ccf08f19ab3c91ea922 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 12 Dec 2025 16:07:03 -1000 Subject: [PATCH 5/7] Update Company-Card-Settings.md --- .../connect-credit-cards/Company-Card-Settings.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md index d390cbff39c4..1e1a71b7cf91 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md @@ -1,7 +1,7 @@ --- title: Company Card Settings description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts. -keywords:[New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management] +keywords: [New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management] --- Workspace Admins can manage company card settings, export logic, and eReceipt functionality at the workspace level. This guide outlines how to configure your company card connection, route expenses to accounting systems, and automate receipt handling. @@ -72,7 +72,7 @@ Yes, below is a breakdown: - The **Control plan** supports **unlimited** card connections. - The [Expensify Card](https://use.expensify.com/company-credit-card) is available on **both plans**. -## When do transactions from direct or commercial feeds import? +## When do direct or commercial feed transactions import? Transactions import **after a card is assigned**. Once a purchase **posts** (typically within 1–3 business days), it will appear in the cardholder’s account. From 1d70b92ad0608218447657d8819f9b637dee1cce Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 12 Dec 2025 16:09:45 -1000 Subject: [PATCH 6/7] Update Company-Card-Settings.md --- .../new-expensify/connect-credit-cards/Company-Card-Settings.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md index 1e1a71b7cf91..916ef6202b2f 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md @@ -65,7 +65,7 @@ To override the central export account per card: # FAQ -## Are commercial and direct feed cards limited by plan? +## Are commercial and direct card feeds limited by plan? Yes, below is a breakdown: - On the **Collect plan**, you can connect one [commercial](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds) or [direct feed](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds). From 9735670475ccf4da4638865eb48de1e74aa2a4f7 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 12 Dec 2025 16:11:47 -1000 Subject: [PATCH 7/7] Update Cardholder-Settings-and-Features.md --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 8e5fae62e1b0..424dc6074642 100644 --- a/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md @@ -100,7 +100,7 @@ For more details on adding a card to Apple or Android Pay, see this [guide](http ## What if I haven’t received my Expensify Card? -If your physical card hasn't arrived within a week, make sure your mailing address is correct and order a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#steps-to-request-the-expensify-card)for requesting a new Expensify Card. +If your physical card hasn't arrived within a week, confirm your mailing address is correct and request a new card. See [this guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card#steps-to-request-the-expensify-card) for requesting a new Expensify Card. ## Why did my card get declined?