From b966520469c3f4d8abb2634c71c02b1032992c72 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 6 Mar 2026 13:45:23 -1000 Subject: [PATCH 1/3] Delete docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card.md --- .../UK-and-EU-Expensify-Card.md | 110 ------------------ 1 file changed, 110 deletions(-) delete mode 100644 docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card.md diff --git a/docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card.md deleted file mode 100644 index 6a998cbc26b0c..0000000000000 --- a/docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card.md +++ /dev/null @@ -1,110 +0,0 @@ ---- -title: Set up the Expensify Card in the UK and EU -description: Learn how to set up and use the Expensify Card in the UK and EU, including eligibility, supported countries, and step-by-step setup instructions. -keywords: [New Expensify, Expensify Card UK, EU, Global Reimbursements, GBP, EUR, card setup, issue cards, Smart Limit, virtual cards, supported countries, early release] -internalScope: Audience is Workspace Admins in the UK and EU. Covers eligibility, supported countries, enabling the Expensify Card, linking a settlement account, issuing virtual cards, spending limits, foreign exchange details. Does not cover US Expensify Card setup, physical card shipping timelines, non-GBP/EUR settlement accounts ---- - - -# Set up the Expensify Card in the UK and EU - -The Expensify Card is available for companies in the United Kingdom and select European countries. This guide walks you through eligibility and how to set up and start using the card in GBP or EUR. - -Workspace Admins can issue virtual Expensify Cards to members and manage spending in GBP or EUR. Physical cards will be available soon. - - - - - -## Who can set up the Expensify Cards in the UK and EU - -The card is currently available for: -- Companies with a **GBP or EUR business bank account** connected -- Businesses located in supported **UK or EEA countries** - -If your company hasn’t yet connected a GBP or EUR business bank account, [follow this process](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Enable-Global-Reimbursement) to get started. - -## Check Which Countries Can Enable the Expensify Card in the UK and EU - - -The Expensify Card can be used **anywhere Visa is accepted**. - -However, only companies registered in the following 20 UK and EU countries can enable the Expensify Card for their Workspace: - -- Belgium -- Denmark -- Estonia -- Finland -- Gibraltar -- Greece -- Ireland -- Latvia -- Liechtenstein -- Lithuania -- Luxembourg -- Malta -- Netherlands -- Poland -- Romania -- Slovakia -- Slovenia -- Spain -- Sweden -- United Kingdom - - -## How to set up the Expensify Card - -## What are the pre-requisites to set up the Expensify Card in the UK and EU - -To set up the Expensify Card in the UK and EU, you must: - -1. Have a GBP or EUR bank account connected. To connect one, [Enable Global Reimbursement](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Enable-Global-Reimbursement). -2. Complete the **[Know Your Customer (KYC)](https://launch-workflow.trulioo.com/68223577c5dae52a6ec9347f)** and **[Know Your Business (KYB)](https://launch-workflow.trulioo.com/681a7cc4e65d2e48f19de9c3)** forms. -3. Share the last 90 days of statements from your connected GBP or EUR bank account with Concierge so they can assess your eligible limit - -## 1. How to enable the Expensify Card on your workspace - -1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > More features**. -2. In the **Spend** section, enable **Expensify Card**. -3. So that we can assess your request, reach out to Concierge and provide the last 90 days of statements from the connected UK or EU bank account - -Once enabled, **Expensify Card** will appear in the navigation tabs. - -## How to link a bank account to settle the Expensify Card - -1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > Expensify Card** -2. Click **Issue new card**. -3. Choose the GBP or EUR business bank account that should be used to settle all Expensify Card transactions. - -## How to issue virtual Expensify Cards to employees - -1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > Expensify Card** -2. Click **Issue new card**. -3. Select the employee the card should be issued to. -4. Choose **Virtual**. -5. Pick a limit type: - - **Smart limit** – Spend up to a threshold before needing approval - - **Monthly limit** – Capped monthly spend - - **Fixed limit** – One-time spend cap (card closes once reached) -6. Enter the **spending limit**. -7. Name the card to help with tracking. -8. Click **Issue card** to confirm. - -The member can begin spending with the virtual Expensify Card immediately after it’s issued. - - -# FAQ - -## What exchange rate does the Expensify Card use for foreign currency purchases? - -We use the [Visa FX calculator](https://www.visa.co.uk/support/consumer/travel-support/exchange-rate-calculator.html) to determine exchange rates for purchases made in currencies other than GBP or EUR. Please ensure that you edit the bank fee to **0%** when using the calculator, as the Expensify Card does not incur any foreign exchange fees. - -## Does the Expensify Card support Visa Secure for online transactions? - -Yes, the Expensify Card protects online transactions with Visa Secure. Please review the [Visa Secure FAQs]({{site.url}}/assets/Files/Visa-secure-faq-expensify.pdf) for more information. - -## How do I get help with the Expensify Card in the UK and EU? - -If you need help with eligibility, verification, limits, or issuing a card, message **Concierge** directly from the app. - From cf7a6adc5220bf9df803fbe8268c0e03cc5758d1 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 6 Mar 2026 13:55:42 -1000 Subject: [PATCH 2/3] Create UK-and-EU-Expensify-Card.md Add file in hidden folder --- docs/Hidden/UK-and-EU-Expensify-Card.md | 118 ++++++++++++++++++++++++ 1 file changed, 118 insertions(+) create mode 100644 docs/Hidden/UK-and-EU-Expensify-Card.md diff --git a/docs/Hidden/UK-and-EU-Expensify-Card.md b/docs/Hidden/UK-and-EU-Expensify-Card.md new file mode 100644 index 0000000000000..93ac7368a97c8 --- /dev/null +++ b/docs/Hidden/UK-and-EU-Expensify-Card.md @@ -0,0 +1,118 @@ +--- +title: Set up the Expensify Card in the UK and EU +description: Learn how to set up and use the Expensify Card in the UK and EU, including eligibility, supported countries, and step-by-step setup instructions. +keywords: [New Expensify, Expensify Card UK, EU, Global Reimbursements, GBP, EUR, card setup, issue cards, Smart Limit, virtual cards, supported countries, early release] +noindex: true +sitemap: false +internalScope: Audience is Workspace Admins in the UK and EU. Covers eligibility, supported countries, enabling the Expensify Card, linking a settlement account, issuing virtual cards, spending limits, foreign exchange details. Does not cover US Expensify Card setup, physical card shipping timelines, non-GBP/EUR settlement accounts +--- + + + +# Set up the Expensify Card in the UK and EU + +The Expensify Card is available for companies in the United Kingdom and select European countries. This guide walks you through eligibility and how to set up and start using the card in GBP or EUR. + +Workspace Admins can issue virtual Expensify Cards to members and manage spending in GBP or EUR. Physical cards will be available soon. + +--- + +## Who can set up the Expensify Cards in the UK and EU + +The card is currently available for: +- Companies with a **GBP or EUR business bank account** connected +- Businesses located in supported **UK or EEA countries** + +If your company hasn’t yet connected a GBP or EUR business bank account, [follow this process](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Enable-Global-Reimbursement) to get started. + +--- + +## Check Which Countries Can Enable the Expensify Card in the UK and EU + +The Expensify Card can be used **anywhere Visa is accepted**. + +However, only companies registered in the following 20 UK and EU countries can enable the Expensify Card for their Workspace: + +- Belgium +- Denmark +- Estonia +- Finland +- Gibraltar +- Greece +- Ireland +- Latvia +- Liechtenstein +- Lithuania +- Luxembourg +- Malta +- Netherlands +- Poland +- Romania +- Slovakia +- Slovenia +- Spain +- Sweden +- United Kingdom + +## What are the pre-requisites to set up the Expensify Card in the UK and EU + +To set up the Expensify Card in the UK and EU, you must: + +1. Have a GBP or EUR bank account connected. To connect one, [Enable Global Reimbursement](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Enable-Global-Reimbursement). +2. Complete the **[Know Your Customer (KYC)](https://launch-workflow.trulioo.com/68223577c5dae52a6ec9347f)** and **[Know Your Business (KYB)](https://launch-workflow.trulioo.com/681a7cc4e65d2e48f19de9c3)** forms. +3. Share the last 90 days of statements from your connected GBP or EUR bank account with Concierge so they can assess your eligible limit + +--- + +## 1. How to enable the Expensify Card on your workspace + +1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > More features**. +2. In the **Spend** section, enable **Expensify Card**. +3. So that we can assess your request, reach out to Concierge and provide the last 90 days of statements from the connected UK or EU bank account + +Once enabled, **Expensify Card** will appear in the navigation tabs. + +--- + +## How to link a bank account to settle the Expensify Card + +1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > Expensify Card** +2. Click **Issue new card**. +3. Choose the GBP or EUR business bank account that should be used to settle all Expensify Card transactions. + +--- + +## How to issue virtual Expensify Cards to employees + +1. From navigation tabs (on the left on Web, on the bottom on Mobile), choose **Workspaces > [Workspace Name] > Expensify Card** +2. Click **Issue new card**. +3. Select the employee the card should be issued to. +4. Choose **Virtual**. +5. Pick a limit type: + - **Smart limit** – Spend up to a threshold before needing approval + - **Monthly limit** – Capped monthly spend + - **Fixed limit** – One-time spend cap (card closes once reached) +6. Enter the **spending limit**. +7. Name the card to help with tracking. +8. Click **Issue card** to confirm. + +The member can begin spending with the virtual Expensify Card immediately after it’s issued. + +--- + +# FAQ + +## What exchange rate does the Expensify Card use for foreign currency purchases? + +We use the [Visa FX calculator](https://www.visa.co.uk/support/consumer/travel-support/exchange-rate-calculator.html) to determine exchange rates for purchases made in currencies other than GBP or EUR. Please ensure that you edit the bank fee to **0%** when using the calculator, as the Expensify Card does not incur any foreign exchange fees. + +## Does the Expensify Card support Visa Secure for online transactions? + +Yes, the Expensify Card protects online transactions with Visa Secure. Please review the [Visa Secure FAQs]({{site.url}}/assets/Files/Visa-secure-faq-expensify.pdf) for more information. + +## How do I get help with the Expensify Card in the UK and EU? + +If you need help with eligibility, verification, limits, or issuing a card, message **Concierge** directly from the app. + From b9b50ba066b60a7463cee9cb22ded9b6c33e1276 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Fri, 6 Mar 2026 13:58:13 -1000 Subject: [PATCH 3/3] Update redirects.csv --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index 0ccb792b38ccc..430713f4adcc0 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -906,3 +906,4 @@ https://help.expensify.com/articles/expensify-classic/connections/Zenefits,https https://help.expensify.com/articles/expensify-classic/connections/TriNet-Integration,https://help.expensify.com/articles/expensify-classic/connections/TriNet https://help.expensify.com/unlisted/avoiding-duplicates,https://help.expensify.com/expensify-classic/hubs/expenses/How-to-prevent-duplicate-expenses https://help.expensify.com/articles/new-expensify/settings/title:%20Personal-Expense-Rules,https://help.expensify.com/articles/new-expensify/settings/Personal-Expense-Rules +https://help.expensify.com/articles/new-expensify/expensify-card/docs/articles/new-expensify/expensify-card/UK-and-EU-Expensify-Card,https://help.expensify.com/unlisted/UK-and-EU-Expensify-Card.md