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[No QA] [NO QA] Docs updates for E/A#87491 Add Expensify Card bulk export CSV docs #89491

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stephanieelliott merged 1 commit into from
May 9, 2026
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[No QA] [NO QA] Docs updates for E/A#87491 Add Expensify Card bulk export CSV docs #89491

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13 changes: 13 additions & 0 deletions docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md
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Expand Up @@ -97,6 +97,19 @@ If a card reaches its expiration date, it automatically deactivates and declines

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## How to export Expensify Card data as CSV

You can bulk-select cards and export their details to a CSV file for reporting or reconciliation.

1. From the navigation tabs (on the left on web, and at the bottom on mobile), select **Workspaces > [Workspace Name] > Expensify Card**.

@github-actions github-actions Bot May 9, 2026

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Navigation phrasing: Per HELPSITE_NAMING_CONVENTIONS.md, the unified navigation instruction format is: "Click the navigation tabs (on the left on web, on the bottom on mobile)." This line uses "From the navigation tabs" instead of "Click the navigation tabs" and includes an extra "and" ("and at the bottom") that is not in the standard phrasing.

Note: The rest of the file uses the same "From the navigation tabs" pattern, so this may be intentional for file-level consistency. However, the governance standard specifies "Click the navigation tabs" as the canonical form. Consider aligning the whole file in a follow-up.

2. Select the checkboxes next to the cards you want to export. Use the checkbox in the header row to select all cards at once.
3. Click the **selected** dropdown that appears.

@github-actions github-actions Bot May 9, 2026

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UI label accuracy: The bold text selected should match the exact UI label and capitalization as shown in the product. Per HELPSITE_NAMING_CONVENTIONS.md: "Use the exact text shown in the product UI. Match capitalization exactly." If the dropdown shows "X Selected" (capitalized), this should be updated to match. Please verify against the actual UI and correct the casing if needed.

4. Select **Export as CSV**.
Comment on lines +104 to +107

@github-actions github-actions Bot May 9, 2026

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Naming and style / consistency: Steps 1, 2, and 4 use "Select" while step 3 uses "Click." Per HELPSITE_NAMING_CONVENTIONS.md, writing must be literal, exact, and consistent, avoiding stylistic variation. Consider using the same verb throughout these steps for a consistent user experience (e.g., "Select" or "Click" uniformly for similar UI interactions).


The downloaded CSV file includes the following columns for each selected card: email, name, last four digits, type (virtual or physical), limit type, and limit amount.

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# How to freeze or unfreeze an Expensify Card

As a Workspace Admin, you can freeze or unfreeze any card in your workspace without needing to cancel or reissue it.
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