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[No QA] [Hold for feature] Docs updates for E/A#94207 document Permitted currencies in Card Spend Rules #95087

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stephanieelliott merged 1 commit into from
Jul 7, 2026
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[No QA] [Hold for feature] Docs updates for E/A#94207 document Permitted currencies in Card Spend Rules #95087

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7 changes: 4 additions & 3 deletions docs/articles/new-expensify/expensify-card/Expensify-Card-Spend-Rules.md
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Original file line number Diff line number Diff line change
@@ -1,13 +1,13 @@
---
title: Expensify Card Spend Rules
description: Learn how Workspace Admins use Expensify Card Spend rules to approve or decline card transactions in real time, including Allow and Block restriction types, default protections, and rule management.
keywords: [New Expensify, Expensify Card Spend rule, block card transactions, allow list, decline transaction, merchant restrictions, spend category, default protections, Workspace Admin]
keywords: [New Expensify, Expensify Card Spend rule, block card transactions, allow list, decline transaction, merchant restrictions, spend category, permitted currencies, currency restrictions, default protections, Workspace Admin]
internalScope: Audience is Workspace Admins. Covers creating and managing Expensify Card Spend rules and understanding default protections. Does not cover post-submission expense rules, card limits, or cardholder-side card management.
---

# Expensify Card Spend Rules

Expensify Card Spend Rules let Workspace Admins approve or decline card transactions in real time before a transaction is authorized. Use Spend Rules to control where cards can be used by restricting merchants, spend categories, and transaction amounts.
Expensify Card Spend Rules let Workspace Admins approve or decline card transactions in real time before a transaction is authorized. Use Spend Rules to control where cards can be used by restricting merchants, spend categories, transaction amounts, and currencies.

---

Expand Down Expand Up @@ -94,6 +94,7 @@ Examples include:
- **Merchant:** Add merchants using **Contains** or **Exact match**.
- **Spend category:** Select one or more spend categories.
- **Max amount:** Enter a maximum transaction amount.
- **Permitted currencies:** Allow all currencies or restrict spending to specific currencies.
7. Click **Save**.

Spend rules takes effect immediately and are applied to future transactions on the selected cards.
Expand All @@ -112,7 +113,7 @@ After a rule is created, you can review, change, or remove it.

1. Go to **Workspaces > [Workspace Name] > Rules**.
2. Locate the card's Spend Rule.
3. Select the rule to update its merchants, spend categories, maximum amount, or mode.
3. Select the rule to update its merchants, spend categories, maximum amount, permitted currencies, or mode.
4. Click **Save**.

To remove a rule:
Expand Down
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