Problem
When customers have Expensify cards set up on workspace with monthly settlement frequency (not applicable for daily settlement frequency), then they might be approaching their limit even before the end of the monthly billing. In such case, they need to be able to settle up early. Right now, there is no way to do this in NewDot.
Solution
This should be done using a Settle up button on the Expensify card page, which policy admins can access. When this button is clicked, we call Domain_QueueExpensifyCardForBilling(authToken, domainName, feedCountry) command and the billing is queued for later in the day.
Note that this action is not immediate. The settling up will happen in the next day, so we need to communicate that to the admin. @jamesdeanexpensify, would you be able to help with the copy here, please?
When this happens, we set the private_expensifyCardManualBilling for the domain account with value true. If this value is true, we should update the UI to indicate the admin that this is queued and the limit should be cleared in the next 24 hours once the payment happens.
We need to return the NVP on the Expensify card page so we can show the correct state of the Settle up button to other admins too.
cc @nkuoch
Issue Owner
Current Issue Owner: @lschurr
Problem
When customers have Expensify cards set up on workspace with monthly settlement frequency (not applicable for daily settlement frequency), then they might be approaching their limit even before the end of the monthly billing. In such case, they need to be able to settle up early. Right now, there is no way to do this in NewDot.
Solution
This should be done using a
Settle upbutton on the Expensify card page, which policy admins can access. When this button is clicked, we call Domain_QueueExpensifyCardForBilling(authToken, domainName, feedCountry) command and the billing is queued for later in the day.Note that this action is not immediate. The settling up will happen in the next day, so we need to communicate that to the admin. @jamesdeanexpensify, would you be able to help with the copy here, please?
When this happens, we set the
private_expensifyCardManualBillingfor the domain account with valuetrue. If this value is true, we should update the UI to indicate the admin that this is queued and the limit should be cleared in the next 24 hours once the payment happens.We need to return the NVP on the Expensify card page so we can show the correct state of the Settle up button to other admins too.
cc @nkuoch
Issue Owner
Current Issue Owner: @lschurr