Skip to content

[No QA] Revert "[No QA] Update Set-Up-and-Manage-the-Expensify-Card.md" #82834

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
stephanieelliott merged 1 commit into from
Feb 18, 2026
Merged

[No QA] Revert "[No QA] Update Set-Up-and-Manage-the-Expensify-Card.md" #82834

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
32 changes: 6 additions & 26 deletions docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -9,8 +9,7 @@ Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manag
**The Expensify Card offers powerful spend control tools, including:**

- Unlimited virtual cards
- Individual Smart, Monthly, Fixed, or Single-use spend limits
- Optional expiration dates for time-bound spending
- Individual monthly or fixed spend limits
- Custom names for easier categorization
- Spend restrictions by employee and merchant
- Real-time visibility and cash back rewards
Expand Down Expand Up @@ -51,21 +50,12 @@ You can issue virtual or physical cards to employees:
3. Select the employee
4. Choose **Virtual** or **Physical**
5. Pick a limit type:
- **Smart limit**: Spend up to a threshold before needing approval
- **Monthly limit**: Limit renews monthly
- **Fixed limit**: Spend until the limit is reached
- **Single-use (virtual only)**: Expires after one transaction
- **Smart limit**: Spend up to a threshold before needing approval
- **Monthly limit**: Capped monthly spend
- **Fixed limit**: One-time cap, card closes when reached
6. Enter the spending limit
7. (Optional for virtual cards) Toggle **Set expiration date** to define:
- **Start date**
- **End date**
When enabled:
- Both dates are required
- The card activates at 12:00 AM local time on the Start date
- The card expires at 11:59 PM local time on the End date
If no expiration date is set, the card does not expire automatically.
8. Name the card for easier tracking
9. Click **Issue card** to confirm
7. Name the card for easier tracking
8. Click **Issue card** to confirm

![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"}

Expand All @@ -90,9 +80,6 @@ You can issue virtual or physical cards to employees:

![Click Settings to adjust the settlement account or frequency]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_07.png){:width="100%"}

If a Single-use card completes its first successful transaction, it automatically deactivates.
If a card reaches its expiration date, it automatically deactivates and declines new transactions.

---

# FAQ
Expand Down Expand Up @@ -125,10 +112,3 @@ The limit is the maximum combined spending limit for all Expensify Cards in your
- **Pending expenses:** Large, unprocessed purchases temporarily reduce your spending capacity.
- **Processing settlements:** Until the previous cycle settles, your limit adjusts dynamically.

## What is a Single-use Expensify Card?

A Single-use virtual card automatically deactivates after its first successful authorization. It’s ideal for one-time purchases like flights, vendor payments, or event registration.

## What happens when a card reaches its expiration date?

The card automatically deactivates at 11:59 PM local time on the selected End date and declines new transactions.
Loading