diff --git a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md new file mode 100644 index 0000000000000..09539068fdc85 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -0,0 +1,51 @@ +--- +title: Assign Company Cards +description: Learn how to assign company cards to members in your Workspace using the Company cards page. +keywords: [New Expensify, assign company cards, Expensify card assignment, workspace company cards, assign card to employee] +internalScope: Audience is Workspace Admins. Covers assigning company cards to members in New Expensify, does not cover initial connection or troubleshooting connection issues. +--- + +# Assign Company Cards + +Assigning company cards links company cards to Workspace members so their transactions are automatically imported into their account for expense tracking. + +--- + +## Who can assign company cards + +Workspace Admins can assign company cards after a company card feed is connected. + +If you haven’t set up a feed yet, learn how to set one up: + + - [Learn how to set up a direct company card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + - [Learn how to set up a commercial card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection). + +## How to assign company cards + +1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace Name]**. +2. Select **Company cards**. +3. Select the card connection name. +4. Click **Assign card** on the card you want to assign. +5. Enter the assignee's name, email address, or phone number. +6. Review the details and click **Assign card** to finalize the assignment. + +--- + +## What happens after you assign company cards + + - Posted transactions from the assigned card import automatically into the member's account as expenses. + - The imported company card expenses are added to reports and submitted according to Workspace rules. + +# FAQ + +## Can I assign a company card to someone who is not a member of the Workspace? + +You can enter any name, email address, or phone number when assigning a company card. However, only Workspace members can have company cards assigned to them. If the assignee is not yet a Workspace member, you can invite them while assigning the card. + +## Can I assign multiple company cards to one member? + +Yes. A member can have multiple company cards assigned. Each card’s transactions will be automatically imported into their account. + +## Can members unassign their own company cards? + +No. Only Workspace Admins can assign or reassign company cards. diff --git a/docs/articles/new-expensify/connect-credit-cards/Assign-and-Manage-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-and-Manage-Cards.md deleted file mode 100644 index 6c2194f4931f2..0000000000000 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-and-Manage-Cards.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Assign and Manage Corporate Cards -description: Learn how to assign corporate cards to your employees and manage assigned corporate cards in Expensify. -keywords: [New Expensify, corporate cards, bulk assignment, card feed, workspace cards, card management, card assignment, admin tools] ---- - -
- -Admins can assign and manage all corporate cards — both assigned and unassigned — from a single streamlined view in New Expensify. Updating in bulk makes it easier and faster to assign cards, especially when managing dozens or hundreds at once. - - -# Assign Company Cards - -1. Go to your workspaces. -2. Select **[Workspace Name] > Company cards**. -3. If you have multiple card feeds in your workspace, click the feed name at the top left to select the correct one. -4. Click **Assign card** next to the card you want to assign. You can filter by card number or name above the card list to make it easier to find a specific card. -5. Select which employee you want to assign the card to. - - **Note:** If you're assigning a card to a new employee, or one without an Expensify account, you can invite them during card assignment. Please note that this may result in an increase in your bill depending on the number of available seats you have. -6. Review the details to ensure it looks correct. - - **Note:** You can choose to either import cards using a custom transaction start date or from the beginning, which imports transactions as far back as available. Most company card feeds can import 30-90 days of historical transactions, depending on the bank. -7. Click **Confirm** to finalize the assignment. - -# Manage Assigned Cards - -After assigning cards to users, you can manage those assigned cards from the same page. To find a card: -- Filter cards to assigned cards, unassigned cards, or all cards. -- Search by employee name/email, last 4 digits of the card, or custom card name. -- Sort columns for faster organization and review. - -**Available actions:** -- Rename the card -- Assign a specific export account -- Update transactions (to manually import newer transactions) -- Unassign the card - -**Note:** Unassigning a card will delete unsubmitted expenses from draft reports for that cardholder. - - -# FAQ - -## What happens if a card fails to assign? - -You’ll see an error message directly in the card row. This allows you to quickly resolve the issue without leaving the page. - -
diff --git a/docs/articles/new-expensify/connect-credit-cards/Check-Supported-Banks.md b/docs/articles/new-expensify/connect-credit-cards/Check-Supported-Banks.md index 9cff0958519dc..eefcc5de3ab58 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Check-Supported-Banks.md +++ b/docs/articles/new-expensify/connect-credit-cards/Check-Supported-Banks.md @@ -1,11 +1,11 @@ --- -title: Check supported banks and card issuers in Expensify +title: Check Supported Banks and Card Issuers in Expensify description: See which banks and card issuers Expensify supports for connecting company credit cards. keywords: [check supported banks, supported card issuers, Plaid, connect credit card, bank list, direct feed banks] internalScope: Audience is any Expensify user checking bank compatibility. Covers checking whether a bank or card issuer is supported, does not cover how to connect a card feed or troubleshoot connection errors. --- -# Check which banks and card issuers are supported in Expensify +# Check Supported Banks and Card Issuers in Expensify Expensify supports most major banks and card issuers worldwide through direct and commercial feeds. New banks are added regularly, so even if your bank isn't listed below, it may still be supported. diff --git a/docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md b/docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md deleted file mode 100644 index a9afddab0c537..0000000000000 --- a/docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md +++ /dev/null @@ -1,109 +0,0 @@ ---- -title: Commercial Card Feeds -description: Learn how to set up and manage commercial card feeds (Visa, Mastercard, Amex) in Expensify. -keywords: [New Expensify, commercial feed, Mastercard feed, Visa feed, Amex feed, company cards, corporate cards, CDF, VCF, GL1025, control account] ---- - -Commercial feeds are the most reliable way to import company card expenses. These feeds are not affected by login credential changes or banking UI updates, making them ideal for growing teams and finance admins. - ---- -# Commercial Card Feeds - -Commercial card feeds are file-based connections provided directly by your bank. Unlike direct feeds, which require you to log in with your bank credentials, commercial feeds are managed by your bank and typically used for large-scale corporate card programs. Contact your bank directly to check if your cards are eligible for a commercial feed. - -## Who can use Commercial Card Feeds - -- **Collect plan** members can add one commercial card feed. -- **Control plan** members can add an unlimited number of company card feeds. -- Workspace creation is required before connecting cards. - ---- - -# Set up a Mastercard Commercial Feed - -To use a Mastercard commercial feed, your bank must send your transaction data from **Mastercard’s SmartData portal**. - -1. Ask your bank to deliver your **CDF (Common Data File)** to Expensify via SmartData. - - File type must be: **CDF v3 Release 11.01** - - Specify the earliest transaction date needed. -2. Your bank will send you a **Distribution ID**. -3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. -4. Choose **Commercial Feed**, then select **Mastercard Commercial Cards**. -5. Enter the **Distribution ID** and submit. - -Expensify will notify you when the feed is live. - ---- - - -# Set up a Visa Commercial Feed - -Visa commercial feeds are configured through your bank using Visa’s **Subscription Management portal**. - -1. Ask your bank’s relationship manager to enable your **VCF (Visa Commercial Format)** feed and send it to **Expensify**. - - Mention: “You can check a box in Visa’s Subscription Management portal to enable feed delivery—no test file needed.” -2. Request the feed details: - - **Processor ID** - - **Bank (Financial Institution) ID** - - **Company ID** -3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. -4. Choose **Commercial Feed**, then select **Visa Commercial Cards**. -5. Enter the required IDs and submit. - -Expensify will notify you when the feed is connected. - ---- - -# Set up an American Express Corporate Card Feed - -To set up an Amex Corporate Feed, you’ll need to complete and email their required forms. - -1. Download the forms: - [Amex Feed Setup Forms (Google Drive)](https://drive.google.com/file/d/1zqDA_MCk06jk_fWjzx2y0r4gOyAMqKJe/view?usp=sharing) -2. Complete the form as follows: - - **Page 1:** Fill in legal company details, requestor name/email, feed start date, and **Control Account Number** (not a credit card number). - - **Page 2:** Leave blank. - - **Page 3:** Re-enter client name and Control Account. - - **Page 4:** Add country, authorization name, title, and signature (DD/MM/YY format). -3. Email the completed forms to: **electronictransmissionsteam@aexp.com** -4. Wait for the **Production Letter** containing your feed’s file name. -5. 3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. -4. Choose **Commercial Feed**, then select **American Express Corporate Cards**. -7. You’ll be notified once the feed is live. - ---- - -## Manage commercial card settings - -You can update individual cards under **Company Cards > [Card Name]**. - -### Available actions: -- **Rename the card** for easier tracking. -- **Assign export account** for accounting integration. -- **Update transactions** to pull the latest expenses. -- **Unassign the card** to remove it from a user and delete unsubmitted drafts. - -![Manage the card on the card details page]({{site.url}}/assets/images/commfeed/commfeed-07-updated.png){:width="100%"} - ---- - -# FAQ - -## What’s the difference between a commercial feed and a direct feed? - -- **Direct feeds** connect using your bank login credentials. They’re quick to set up but may require periodic re-authentication. -- **Commercial feeds** are bank-managed file connections. They require setup through your bank but offer a **more stable and uninterrupted** connection. - -## My feed is connected, but I don’t see my card. What now? - -Cards will only appear if: -- They are active -- At least one transaction has posted - -If a card still isn’t showing, contact your account manager or email [concierge@expensify.com](mailto:concierge@expensify.com). - -## Is there an extra cost for commercial feeds? - -No. Commercial feeds are included in the Collect and Control plans: -- **Collect** includes one commercial feed. -- **Control** supports unlimited feeds. diff --git a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md similarity index 91% rename from docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md rename to docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md index 7ebd35852cf32..13b285bf79661 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md @@ -1,11 +1,11 @@ --- -title: Company Card Settings +title: Configure Company Card Settings description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts. keywords: [New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management] -internalScope: Applies to Workspace Admins. Covers how to manage third-party feeds on the workspace level. Does not cover the Expensify Card outside of plan availability. +internalScope: Applies to Workspace Admins. Covers how to manage third-party feed settings on the workspace level. Does not cover company card troubleshooting, setup or card assignment. --- -# Company Card Settings +# Configure Company Card Settings Workspace Admins can manage company card settings, export logic, and eReceipt functionality at the workspace level. This guide outlines how to configure your company card connection, route expenses to accounting systems, and automate receipt handling. @@ -15,13 +15,11 @@ To set up a commercial card file feed on a Workspace, see [Commercial Feeds](htt --- -## Manage company card settings for company card feeds - -To update your Company Card feed settings: +## How to configure settings for company card feeds 1. In the navigation tabs (on the left on web, on the bottom on mobile) navigate to **Workspaces > [Workspace Name]**. -2. Within the Workspace, select **Company Cards** and chose the relevant company card feed. -3. Click **Settings** in the top right corner. +2. Select **Company Cards** and chose the relevant company card feed. +3. Click **Settings**. You can manage the following options: diff --git a/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md b/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md deleted file mode 100644 index bc95dc03ce43d..0000000000000 --- a/docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md +++ /dev/null @@ -1,141 +0,0 @@ ---- -title: Direct Company Card Feeds -description: Learn how to connect company credit cards using direct feeds or Plaid to import transactions and assign cards in New Expensify. -keywords: [New Expensify, direct feeds, commercial cards, Plaid integration, company cards, credit card import, assign cards, connect bank, manage card feeds, corporate cards, Amex Small Business] ---- - - -Direct feeds in Expensify provide a fast, reliable way to import company card transactions. You can also use Plaid to connect your company card program, giving you even more options to manage your corporate card account directly in Expensify. You can connect eligible commercial cards using a direct feed. - -You can add one **direct** or [**commercial feed**](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds) on the **Collect plan**. Upgrade to the **Control plan** to add unlimited company cards. - ---- - -# Prerequisites - -**A workspace on the Collect or Control plan:** Before setting up a direct feed, go to **Workspaces > New Workspace** to create a workspace (if you haven't already). - ---- - -# Set Up a Direct Feed - -1. . Go to **Workspaces > [Workspace Name] > Company cards** to view your company’s card setup page. -2. Click **Add cards** to start connecting a new feed. -3. **Select your country** from the list. - - Expensify will prefill this based on your workspace’s currency, but you can manually change it if needed. - - You won’t be able to continue without selecting a country -- You'll see an error. - -4. **Choose your feed type** when prompted: - - **Direct feed** – This is the default option in most supported countries and works for the majority of users. - - **Commercial feed** – Best for large-scale card programs where your bank facilitates the connection directly. -5. **Pick your bank:** - - If you’re in the U.S., select your bank from the list or choose **Other** to see additional banks supported by Plaid. - - For international members in supported countries, choosing **Direct feed** will automatically launch the Plaid connection process. - -![Click add cards to add a card feed]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_01.png){:width="100%"} - ---- - -# Assign Company Cards - -Once connected, you'll want to assign the company cards to their respective cardholders: - -1. Go to **Workspaces > [Workspace Name] > Company cards**. -2. If you have multiple feeds, click the feed name at the top left to select the correct one. -3. Click **Assign card** - - You may be prompted to reauthenticate your account before assigning cards. -5. Select a **workspace member** from the list. -6. Choose a **card** (only cards with recent transactions will appear). -7. Set a **start date**: - - **From the beginning** (typically 30–90 days) - - **Custom date** to define your own range -8. Review your selections and click **Assign card**. - -![Click the feed name in the top left to open the feed selector where you can select a feed from the list]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_06.png){:width="100%"} - -![Click company cards in the workspace editor to open the feed]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_05.png){:width="100%"} - ---- - -# Manage Assigned Cards - -To manage a card, click any assigned card to open the **Card details** page. - -![Tap the assigned card to open the card details page where you can manage the card]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_11.png){:width="100%"} - -**Available actions:** -- Rename the card -- Assign a specific export account -- Update transactions -- Unassign the card - -**Note:** Unassigning a card will delete unsubmitted expenses from draft reports for that cardholder. - ---- - -# FAQ - -## What if I’m outside the U.S.? - -Plaid feeds are available in many countries outside the U.S. If your country isn’t supported, you’ll see the option to connect a **Commercial feed**. - -**Direct feeds are supported for the following countries:** -- United States -- Canada -- United Kingdom -- Austria -- Belgium -- Denmark -- Estonia -- Finland -- France -- Germany -- Ireland -- Italy -- Latvia -- Lithuania -- Netherlands -- Norway -- Poland -- Portugal -- Spain -- Sweden - -## How do I reconnect a broken feed? - -1. Go to **Workspaces > [Workspace Name] > Company cards** -2. Click the red error banner -3. Log in to your bank using your bank account credentials to restore the connection - -## Can I connect multiple feeds from the same bank? - -Not quite. Each workspace can only have **one direct feed per bank**. -If your company uses cards from multiple banks, that’s no problem — just connect each bank as its own separate feed. - -## Is there an extra cost? - -Nope — there's no extra charge for using Plaid or direct feeds. - -- With the **Collect** plan, you can add one direct or Plaid feed at no cost. -- To connect more than one, you'll need to upgrade to the **Control** plan. - -## Can I import debit card transactions? - -Yes! Debit card transactions can be imported by linking a checking/current account in any Plaid-supported country. - -This is especially helpful in the EU, where open banking rules often block access to credit card data via aggregators. Debit cards, however, are fully supported under these regulations. - -## Which banks support direct feeds? - -Below are examples of banks that support direct feeds. This is not a complete list: - -- American Express -- Bank of America -- Brex -- Capital One -- Chase -- Citibank -- Stripe -- Wells Fargo -- Plaid enables connections with hundreds of additional banks across the U.S., Canada, and Europe. Check the [Plaid coverage page for US/Canada](https://plaid.com/docs/institutions/) or [Plaid coverage page for UK/Europe](https://plaid.com/docs/institutions/europe/) to see if your bank is supported. - diff --git a/docs/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection.md b/docs/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection.md new file mode 100644 index 0000000000000..7cc235bbdf70e --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection.md @@ -0,0 +1,96 @@ +--- +title: Fix a Broken Company Card Feed Connection +description: Learn how to fix a broken company card connection in Expensify so transactions resume importing correctly. +keywords: [fix company card connection, troubleshoot card feed, Expensify card errors, reconnect bank feed] +internalScope: Audience is Workspace Admins. Covers fixing broken company card connections and resolving connection errors. Does not cover CSV imports, missing transactions, or feed monitoring. +--- + +# Fix a Broken Company Card Feed Connection + +When a company card connection breaks, transactions stop importing. Workspace Admins can reconnect the card feed so expenses resume importing. + +--- +## How to know if your company card connection is broken + +Workspace Admins see indicators in Expensify when a company card feed is broken: + +- A notification appears in the **Time Sensitive** section on **Home**. +- Concierge sends a message to the #admins room +- A red dot appears on the card feed with the message “Card feed connection is broken” + +--- + +## How to fix a broken company card connection + +If your company card feed stops working, a Workspace Admin can reconnect it from the Workspace. + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces > [Workspace name]**. +2. Select **Company cards**. +3. Locate the card feed with a red dot indicator and the message “Card feed connection is broken” +4. Select the error message under the card feed name and follow the prompts to restore the connection. + +--- + +## How to troubleshoot company card connection errors + +If you see an error while reconnecting, use the guidance below: + +**Error: Too many attempts** + - **What it means:** Your login was attempted too many times in a short period. + - **What to do:** Wait 24 hours before trying again. + +**Error: Invalid credentials / Login failed** + - **What it means**: Your bank login failed authentication. + - **What to do:** Log into your bank directly to confirm the credentials, and check for bank-side maintenance or password resets that may be affecting login. + +**Error: Account setup required** + - **What it means:** Your bank requires an additional step before allowing connections. + - **What to do:** Complete any required actions in your bank’s portal, then try again + +**Error: Direct Connect not enabled** + - **What it means:** Your bank requires Direct Connect to be activated. + - **What to do:** Enable Direct Connect in your bank portal (typically under security or download settings) + +**Error: Account not found / Card number changed** + - **What it means:** The card number changed or the account is no longer active. + - **What to do:** Import the new card using the updated number + +**Error: General connection issue** + - **What it means:** Temporary downtime or maintenance from your bank or connection provider + - **What to do:** Wait and try again later + +--- + +## What happens after you fix a company card connection + +When a company card connection is fixed, the card feed reconnects to your bank and the red dot error message disappears. + + - New transactions begin importing again. + - Any missing transactions during downtime will import automatically. + +--- + +## How to connect a company card using an alternative method + +If the company card feed connection continues to fail, you can connect your card using an alternative method. + +Expensify supports connecting company cards through Plaid as a fallback option. [Learn how to set up a direct connection using Plaid](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + +--- + +# FAQ + +## Why was I notified that my company card feed is broken? + +Workspace Admins are alerted on the Home page and in the #admins room when a card feed stops working so it can be fixed quickly. + +## What do I do if company card expenses are still missing after fixing the feed? + +After fixing the feed, you can update an assigned company card manually from the Company cards list: +1. Click on the company card you want to update +2. Select **Update card** + +## What should I do if the connection still fails after retrying? + +Double-check your bank credentials by logging into your bank, and complete any required steps in your bank portal. If the issue continues, contact Concierge with the cardholder email and last four digits of the card. + diff --git a/docs/articles/new-expensify/connect-credit-cards/Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md similarity index 98% rename from docs/articles/new-expensify/connect-credit-cards/Personal-Cards.md rename to docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md index 91f6dcef01e50..35a4ff4fd172e 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md @@ -1,11 +1,11 @@ --- -title: Manage personal cards in New Expensify +title: Manage Personal Cards description: Learn how to view, manage, and fix broken connections for personal credit cards in New Expensify. keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card import, Expensify Classic, New Expensify, assigned cards, card details, broken connection, fix card] internalScope: Audience is members with personal credit cards already connected to their account. Covers viewing and managing existing personal cards in the Wallet, including reimbursable settings and fixing broken card connections. Does not cover connecting new personal cards or company card programs. --- -# Manage personal cards in New Expensify +# Manage Personal Cards Expensify lets you view and manage your personal credit cards in one place, making it easier to track spending, submit reimbursable expenses, and stay organized for tax time. diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md new file mode 100644 index 0000000000000..e4ebf2c2ce49c --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md @@ -0,0 +1,112 @@ +--- +title: Set up a Commercial Card Feed Connection +description: Learn how to set up a Visa, Mastercard or Amex commercial card feed in Expensify +keywords: [New Expensify, commercial feed, Mastercard feed, Visa feed, Amex feed, company cards, corporate cards, CDF, VCF, GL1025, control account] +internalScope: Audience is Workspace Admins. Covers setting up a commercial card feed for Visa, Mastercard, or American Express. Does not cover assigning cards, managing cards, or troubleshooting feeds. +--- + +# Set up a Commercial Card Feed Connection + +Commercial card feeds are file-based connections managed by your bank that import company card transactions into Expensify. + +Before you begin, contact your bank to confirm that your card program is eligible for a commercial card feed. + +If you're not eligible for a commercial card feed, you can [set up a direct company card feed connection instead](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + +--- + +## Who can set up a commercial card feed connection + +Any Workspace Admin can set up a commercial card feed connection. + + - On the **Collect** plan, you can add one company card feed. + - On the **Control** plan, you can add unlimited company card feeds. + +[Learn about the different plan types available in Expensify.](/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing) + +--- + +## How to set up a new commercial card feed connection + +1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace name]** +2. Choose **Company cards** to view your company’s card setup page. + - If you don't see **Company cards**, enable the feature under **More features > Company cards** +3. Click **Add cards** to set up your first connection. + - If you don't see **Add cards**, click on your existing company card feed connection then **Add cards** +4. Select the country your bank is located in and select **Next**. +5. Choose your **Commercial feed** and select **Next**. +6. Choose your bank from the list and follow the instructions. + +## How to enable a Mastercard commercial card feed (CDF) + +To use a Mastercard commercial feed, your bank must send your transaction data from **Mastercard’s SmartData portal**. + +1. Ask your bank to deliver your **CDF (Common Data File)** to Expensify via SmartData. + - File type must be: **CDF v3 Release 11.01** + - Specify the earliest transaction date needed. +2. Your bank will send you a **Distribution ID**. +3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. +4. Choose **Commercial Feed**, then select **Mastercard Commercial Cards**. +5. Enter the **Distribution ID** and submit. + +Expensify will notify you when the feed is connected. + +--- + +## How to enable a Visa commercial card feed (VCF) + +Visa commercial feeds are configured through your bank using Visa’s **Subscription Management portal**. + +1. Ask your bank’s relationship manager to enable your **VCF (Visa Commercial Format)** feed and send it to **Expensify**. + - Mention: “You can check a box in Visa’s Subscription Management portal to enable feed delivery—no test file needed.” +2. Request the feed details: + - **Processor ID** + - **Bank (Financial Institution) ID** + - **Company ID** +3. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. +4. Choose **Commercial Feed**, then select **Visa Commercial Cards**. +5. Enter the required IDs and submit. + +Expensify will notify you when the feed is connected. + +--- + +## How to enable an American Express commercial card feed (GL1025) + +To set up an Amex Corporate Feed, you’ll need to complete and email their required forms. + +1. Download the forms: + [Amex Feed Setup Forms (Google Drive)](https://drive.google.com/file/d/1zqDA_MCk06jk_fWjzx2y0r4gOyAMqKJe/view?usp=sharing) +2. Complete the form as follows: + - **Page 1:** Fill in legal company details, requestor name/email, feed start date, and **Control Account Number** (not a credit card number). + - **Page 2:** Leave blank. + - **Page 3:** Re-enter client name and Control Account. + - **Page 4:** Add country, authorization name, title, and signature (DD/MM/YY format). +3. Email the completed forms to: **electronictransmissionsteam@aexp.com** +4. Wait for the **Production Letter** containing your feed’s file name. +5. In Expensify, go to **Workspaces > [Workspace Name] > Company Cards > Add Cards**. +6. Choose **Commercial Feed**, then select **American Express Corporate Cards**. + +Expensify will notify you when the feed is connected. + +--- + +## What happens after a commercial card feed is connected + + - Cards with recent expenses will appear as a list and can be assigned to Workspace members. + - After a card is assigned, posted transactions import into the assigned member's account automatically as expenses. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). + +--- + +# FAQ + +## What can I do if my bank doesn't offer a commercial card feed? + +If you're not eligible for a commercial card feed, connect company cards using a direct feed or through Plaid using your online banking credentials. [Learn how to set up a direct company card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + +## Can I connect the same commercial card feed connection across different workspaces? + +Yes, commercial card feeds can be shared across workspaces. [Learn how to add an existing company card feed to a workspace](/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces). + diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md new file mode 100644 index 0000000000000..e178dc196a16d --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md @@ -0,0 +1,91 @@ +--- +title: Set up a Direct Company Card Feed Connection +description: Learn how to connect company credit cards using a direct bank connection or Plaid to import transactions and assign company card. +keywords: [New Expensify, set up direct company card feed, connect company cards Expensify, direct feed Expensify, Plaid company cards] +internalScope: Audience is Workspace Admins. Covers connecting a company card feed using direct feed or Plaid. Does not cover assigning cards, managing cards, or troubleshooting feeds. +--- + +# Set up a Direct Company Card Feed Connection + +Setting up a direct company card feed connection allows you to automatically import card transactions into Expensify. + +You can connect company cards using a direct connection with your bank, or through Plaid, depending on your bank and country. + +--- + +## Who can set up a direct company card feed connection + +Any Workspace Admin can set up a direct company card feed connection. + + - On the **Collect** plan, you can add one company card feed. + - On the **Control** plan, you can add unlimited company card feeds. + +[Learn about the different plan types available in Expensify.](/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing) + +--- + +## How to set up a direct company card feed connection + +1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace name]**. +2. Choose **Company cards** to view your company’s card setup page. + - If you don't see **Company cards**, enable the feature under **More features > Company cards**. +3. Click **Add cards** to set up your first connection. + - If you don't see **Add cards**, click on your existing company card feed connection then **Add cards**. +4. Select the country your bank is located in and select **Next**. +5. Choose **Direct feed** and select **Next**. +6. Choose your bank from the list, or select **Other** to see additional banks supported by Plaid. + + +![Click add cards to add a card feed]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_01.png){:width="100%"} + +--- + +## What happens after you set up a direct company card feed connection + + - Cards with recent expenses will appear as a list and can be assigned to Workspace members. + - After a card is assigned, posted transactions import into the assigned member's account automatically as expenses. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). + +--- + +## What bank requirements affect company card connections + +Some banks have specific requirements for successful connections: + + - **Chase:** Password must be 8–32 characters + - **Wells Fargo:** Password must be under 14 characters + - **SVB:** Enable Direct Connect and use a Direct Connect PIN instead of your online banking password + +--- + +# FAQ + +## How do I fix a broken company card feed connection? + +If your company card feed is broken, you can fix it from the **Time Sensitive** section on **Home**. Click **Fix** to restore the connection. [Learn how to fix a broken company card feed connection](/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection). + +## Can I connect the same company card account across different workspaces? + +Yes, direct company card feeds can be shared across workspaces. [Learn how to add an existing company card feed connection to a workspace](/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces). + +## Can I import debit card transactions? + +Yes, debit card transactions can be imported by following the same steps for setting up a direct company card feed connection. + +This is especially helpful in the EU, where open banking rules often block access to credit card data via aggregators. Debit cards are fully supported under these regulations. + +## How can I check if my bank is supported? + +Below are examples of banks that support direct company card feeds. This is not a complete list: + +- American Express +- Bank of America +- Brex +- Capital One +- Chase +- Citibank +- Stripe +- Wells Fargo +- Plaid enables connections with hundreds of additional banks across the U.S., Canada, and Europe. Check the [Plaid coverage page for US/Canada](https://plaid.com/docs/institutions/) or [Plaid coverage page for UK/Europe](https://plaid.com/docs/institutions/europe/) to see if your bank is supported. + diff --git a/docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md b/docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md new file mode 100644 index 0000000000000..536893989306e --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md @@ -0,0 +1,72 @@ +--- +title: Share a Company Card Feed Across Workspaces +description: Learn how to add an existing company card feed to another Workspace instead of connecting a new one. +keywords: [New Expensify, share company card feed Expensify, connect existing company cards, company cards Workspaces, direct feed Expensify, commercial card feed] +internalScope: Audience is Workspace Admins. Covers sharing an existing company card feed across Workspaces. Does not cover setting up new feeds, assigning cards, or troubleshooting feeds. +--- + +# Share a Company Card Feed Across Workspaces + +Sharing a company card feed lets you reuse an existing card connection in another Workspace instead of creating a new one. This keeps card management centralized and prevents duplicate connections. + +You can share both direct company card feeds and commercial card feeds across multiple Workspaces. + +If you haven’t set up a feed yet, learn how to connect to your bank: + + - [Learn how to set up a direct company card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + - [Learn how to set up a commercial card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection). + +--- + +## Who can share a company card feed across Workspaces + +Workspace Admins with an email on a private domain can share a company card feed. + + - On the **Collect** plan, you can add one company card feed per Workspace. + - On the **Control** plan, you can add unlimited company card feeds. + +[Learn about the different plan types available in Expensify.](/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing) + +--- + +## How to share a company card feed across Workspaces + +1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select **Workspaces > [Workspace Name]** +2. Choose **Company cards** to view your company’s card setup page. + - If you don't see **Company cards**, enable the feature under **More features > Company cards** +3. Select your existing card connection. +4. In **From other workspaces**, choose a company card feed to add to the Workspace. + +--- + + + +--- + +## What happens after you share a company card feed across Workspaces + + - Workspace members with assigned cards on the company card feed appear in the card list + - Unassigned cards can be assigned to Workspace Members + - After a card is assigned, posted transactions import into the assigned member's account automatically as expenses. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). + +# FAQ + +## What happens when you remove a shared company card feed? + +Removing a company card feed from a Workspace disconnects that Workspace and removes its members from the feed. The feed itself is only deleted if it is no longer connected to any Workspaces. + +## Why don’t I see the “From other workspaces” section? + +This can happen if: + + - There are no existing company card feeds available to share + - Your email is not on a private domain + +## Does sharing a company card feed duplicate transactions + +No. Sharing a feed does not duplicate transactions. Transactions are tied to the assigned card and will only appear for the member the card is assigned to. diff --git a/docs/redirects.csv b/docs/redirects.csv index 8a9482a1ed4fc..2ce209d942172 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -963,3 +963,8 @@ https://help.expensify.com/articles/new-expensify/reports-and-expenses/Delete-Ex https://help.expensify.com/articles/new-expensify/reports-and-expenses/Duplicate-Detection,https://help.expensify.com/articles/new-expensify/reports-and-expenses/How-to-Find-and-Resolve-Flagged-Duplicate-Expenses https://help.expensify.com/articles/new-expensify/reports-and-expenses/Merging-expenses,https://help.expensify.com/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses https://help.expensify.com/articles/new-expensify/reports-and-expenses/How-to-prevent-duplicate-expenses,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Why-Expenses-Duplicate +https://help.expensify.com/articles/new-expensify/connect-credit-cards/Assign-and-Manage-Cards,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Assign-Company-Cards +https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection +https://help.expensify.com/articles/new-expensify/connect-credit-cards/Company-Card-Settings,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings +https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection +https://help.expensify.com/articles/new-expensify/connect-credit-cards/Personal-Cards,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards