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[NO QA] Update help docs to clarify e-receipt behavior #77102

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robertjchen merged 7 commits into from
Dec 30, 2025
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[NO QA] Update help docs to clarify e-receipt behavior #77102

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Update Company-Card-Settings.md
stephanieelliott Dec 9, 2025
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Update Cardholder-Settings-and-Features.md
stephanieelliott Dec 9, 2025
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Update Cardholder-Settings-and-Features.md
stephanieelliott Dec 9, 2025
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Update Cardholder-Settings-and-Features.md
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Update Company-Card-Settings.md
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Update Company-Card-Settings.md
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Update Cardholder-Settings-and-Features.md
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20 changes: 10 additions & 10 deletions docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md
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@@ -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

@github-actions github-actions Bot Dec 9, 2025

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AI Readiness violation: The heading "Manage Company Card Settings for Commercial and Direct Feeds" is overly descriptive and verbose. Consider shortening to "Manage Company Card Settings" for better scannability while maintaining clarity in the content.

@stephanieelliott stephanieelliott Dec 13, 2025

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Choosing to ignore this - we made this update specifically to help differentiate Expensify Card vs commercial/direct feeds in AZ source material


To adjust your card feed configuration:

Expand All @@ -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%"}
Expand All @@ -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**.
Expand All @@ -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
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**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.
Expand All @@ -65,14 +65,14 @@ To override the central export account per card:

# FAQ

## Are Company 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).
- 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 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.

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6 changes: 3 additions & 3 deletions docs/articles/new-expensify/expensify-card/Cardholder-Settings-and-Features.md
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---
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: [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.
Expand Down Expand Up @@ -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.

---
Expand Down Expand Up @@ -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, 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?

Expand Down