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 index 50cce6d5703f..4cf72661b16b 100644 --- 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 @@ -13,7 +13,7 @@ Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manag - Individual Smart, Monthly, Fixed, or Single-use spend limits - Optional expiration dates for time-bound spending - Custom names for easier categorization -- Spend restrictions by employee and merchant +- Spend restrictions by employee, merchant, and category via [Spend Rules](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Rules) - 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). diff --git a/docs/articles/new-expensify/workspaces/Workspace-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Rules.md index 9fa3b6c3f6b9..4b791bc47c0a 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Rules.md @@ -1,8 +1,8 @@ --- title: Workspace Rules description: Configure and manage rules for your workspace to enforce expense policies and automate compliance. -keywords: [New Expensify, workspace rules, expense rules, receipt requirements, category rules, self-approvals, prohibited expenses, disable Smartscan, automate expenses, subscription expense, non-reimbursable, default expense handling, control expenses, expense categorization, rule-based expenses, compliance, itemized receipt, itemized receipts required over, merchant rules, workspace merchant rules, auto-categorize by merchant] -internalScope: Audience is Workspace Admins on the Control plan. Covers enabling and managing workspace-level rules such as expense rules, prohibited expenses, category rules, tag rules, and report rules. Does not cover personal expense rules, Workspace Merchant Rules setup details, or troubleshooting specific rule outcomes. +keywords: [New Expensify, workspace rules, expense rules, receipt requirements, category rules, self-approvals, prohibited expenses, disable Smartscan, automate expenses, subscription expense, non-reimbursable, default expense handling, control expenses, expense categorization, rule-based expenses, compliance, itemized receipt, itemized receipts required over, merchant rules, workspace merchant rules, auto-categorize by merchant, spend rules, Expensify Card spend rules, card spend rules, block card transactions, allow card transactions, spend categories, card spending restrictions] +internalScope: Audience is Workspace Admins on the Control plan. Covers enabling and managing workspace-level rules such as expense rules, prohibited expenses, spend rules for Expensify Cards, category rules, tag rules, and report rules. Does not cover personal expense rules, Workspace Merchant Rules setup details, or troubleshooting specific rule outcomes. --- # Workspace Rules @@ -85,6 +85,47 @@ To enable it: --- +# How to configure Spend Rules for Expensify Cards + +Spend Rules let you approve or decline Expensify Card transactions in real time based on merchants, spend categories, or transaction amounts. Use them to control where and how company cards are used. + +**Note:** Spend Rules require the **Expensify Card** to be enabled on the workspace. To learn how to set up the Expensify Card, see [Set Up and Manage the Expensify Card](https://help.expensify.com/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card). + +## What built-in protection Expensify Cards include + +All Expensify Cards automatically block transactions in these categories: + +- Adult services +- ATMs +- Gambling +- Money transfers + +This built-in protection is always active and cannot be disabled. + +## How to add a custom Spend Rule + +1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workspaces**. +2. Click your **workspace name**. +3. Click **Rules**. +4. Under the **Spend** section, click **Add spend rule**. +5. Under **Cards**, click **Choose cards** and select which Expensify Cards this rule applies to. +6. Choose a **Restriction type**: + - **Allow** – Charges are approved if they match any merchant or category, and don't exceed a max amount. + - **Block** – Charges are declined if they match any merchant or category, or exceed a max amount. +7. Configure at least one of the following: + - **Merchant** – Add merchants to match against. Choose whether the merchant name **Contains** or **Matches exactly** the text you enter. + - **Spend category** – Select one or more predefined spend categories (e.g., Airlines, Dining, Hotels, Software, Retail). + - **Max amount** – Set a maximum transaction amount. Any charge over this amount is declined regardless of merchant or category restrictions. All selected cards must settle in the same currency to set a max amount. +8. Click **Save rule**. + + + +--- + # How to configure Expense Report rules Use these settings to control how entire reports are named, routed, and approved.