From caa5caa3262b21d7d8b10136f95aa45700144ecb Mon Sep 17 00:00:00 2001 From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com> Date: Wed, 31 Jul 2024 13:28:34 -0400 Subject: [PATCH 1/2] Create Set-up-the-Expensify-Card.md --- .../Set-up-the-Expensify-Card.md | 76 +++++++++++++++++++ 1 file changed, 76 insertions(+) create mode 100644 docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md diff --git a/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md new file mode 100644 index 000000000000..293c95f5fd8f --- /dev/null +++ b/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md @@ -0,0 +1,76 @@ +--- +title: Set up the Expensify Card +description: How to set up the Expensify Card on your workspace +--- +
+ +{% include info.html %} +You must be a Workspace Admin to complete this process. +{% include end-info.html %} + +The Expensify Visa® Commercial Card is available on all USD workspaces. It provides tools to manage employee spending, including: + +- Unlimited virtual cards +- Controlled spending amounts on virtual cards to manage subscriptions +- Tighter controls for managing spend across employees and merchants +- Fixed or monthly spend limits for each card +- Unique naming for each virtual card for simplified expense categorization + +To enable and issue Expensify Cards for your workspace, complete the steps below. + +# Step 1: Enable Expensify Cards + +1. Click your profile image or icon in the bottom left menu. +2. Scroll down and click **Workspaces** in the left menu. +3. Select the workspace you want to enable Expensify Cards for. +4. Click **More features** in the left menu. +5. Under the **Spend** section, enable the Expensify Card toggle. + +![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_01.png){:width="100%"} + +# Step 2: Select a bank account + +Before you can issue your Expensify Cards, you must connect your cards with the bank account that will be used to pay balances on the cards. + +1. Click **Expensify Card** in the left menu. +2. Click **Issue new card**. + +![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"} + +3. Select an existing bank account from the list, or follow the steps to add a new one. + +# Step 3: Issue cards + +You can issue an unlimited amount of physical and/or virtual cards to employees. + +1. Click **Issue card** in the top right. + +![Click the issue card button in the top right]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_03.png){:width="100%"} + +2. Select the employee that you want to issue the card to. +3. Select whether you want to issue a physical or virtual card. +4. Pick a smart, monthly, or fixed limit: + - Smart limits allow spending up to a certain amount before requiring approval. + - Monthly limits allow spending up to a certain amount per month. + - Fixed limits allow spending up to a certain amount before the card is terminated. +5. Enter the limit amount. +6. Add a card name. +7. Click **Issue card** to confirm and issue the card. + +![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"} + +{% include faq-begin.md %} +**Do you need a specific type of bank account to use the Expensify Card?** + +At this time, the Expensify Card requires a US business bank account opened in the name of a business incorporated in the US. + +**Can I use the Expensify Card across multiple workspaces?** + +You can use the Expensify Card on every workspace you create. However, a settlement account can only be used with the Expensify Card on one workspace. For example, if you’re using the Expensify Card on three workspaces, you need three settlement accounts. + +**Can I issue multiple cards to the same employee?** + +You can issue an unlimited number of both physical and virtual cards to employees. This supports a wide variety of different use cases, ranging from each employee only having one card, to employees having numerous cards for things like individual trips, specific purchases, etc. +{% include faq-end.md %} + +
From 602f9ce9058a7e6a70ed9e0c10da463aad85c036 Mon Sep 17 00:00:00 2001 From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com> Date: Fri, 2 Aug 2024 17:07:03 -0400 Subject: [PATCH 2/2] Update Set-up-the-Expensify-Card.md --- .../expensify-card/Set-up-the-Expensify-Card.md | 8 +++----- 1 file changed, 3 insertions(+), 5 deletions(-) diff --git a/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md index 293c95f5fd8f..ad4982cee4b3 100644 --- a/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md @@ -34,19 +34,15 @@ Before you can issue your Expensify Cards, you must connect your cards with the 1. Click **Expensify Card** in the left menu. 2. Click **Issue new card**. +3. Select an existing bank account from the list, or follow the steps to add a new one. ![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"} -3. Select an existing bank account from the list, or follow the steps to add a new one. - # Step 3: Issue cards You can issue an unlimited amount of physical and/or virtual cards to employees. 1. Click **Issue card** in the top right. - -![Click the issue card button in the top right]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_03.png){:width="100%"} - 2. Select the employee that you want to issue the card to. 3. Select whether you want to issue a physical or virtual card. 4. Pick a smart, monthly, or fixed limit: @@ -57,6 +53,8 @@ You can issue an unlimited amount of physical and/or virtual cards to employees. 6. Add a card name. 7. Click **Issue card** to confirm and issue the card. +![Click the issue card button in the top right]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_03.png){:width="100%"} + ![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"} {% include faq-begin.md %}