From 84697507a9661adbbec8f753b70c5559ecd6aa9b Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 6 Apr 2026 22:00:08 -1000 Subject: [PATCH 01/34] Update and rename Commercial-feeds.md to Set-up-a-Commercial-Card-feeds.md --- ...al-feeds.md => Set-up-a-Commercial-Card-feeds.md} | 12 +++++++----- 1 file changed, 7 insertions(+), 5 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Commercial-feeds.md => Set-up-a-Commercial-Card-feeds.md} (94%) diff --git a/docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feeds.md similarity index 94% rename from docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md rename to docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feeds.md index a9afddab0c537..df70cdc45485b 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Commercial-feeds.md +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feeds.md @@ -1,5 +1,5 @@ --- -title: Commercial Card Feeds +title: Set up a Commercial Card Feed 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] --- @@ -15,7 +15,8 @@ Commercial card feeds are file-based connections provided directly by your bank. - **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. + +**Note:** Workspace creation is required before connecting cards. --- @@ -31,7 +32,7 @@ To use a Mastercard commercial feed, your bank must send your transaction data f 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. +Expensify will notify you when the feed is connected. --- @@ -69,11 +70,12 @@ To set up an Amex Corporate Feed, you’ll need to complete and email their requ 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. + +Expensify will notify you when the feed is connected. --- -## Manage commercial card settings +## How to manage commercial card settings You can update individual cards under **Company Cards > [Card Name]**. From d84cac0f440a9f4c5ecaa8878816911fe338faff Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 6 Apr 2026 22:00:42 -1000 Subject: [PATCH 02/34] Rename Set-up-a-Commercial-Card-feeds.md to Set-up-a-Commercial-Card-feed.md --- ...-Commercial-Card-feeds.md => Set-up-a-Commercial-Card-feed.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Set-up-a-Commercial-Card-feeds.md => Set-up-a-Commercial-Card-feed.md} (100%) diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feeds.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md similarity index 100% rename from docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feeds.md rename to docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md From 54df3d344bb457d087326238d6941c7bde107fb5 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 6 Apr 2026 23:00:03 -1000 Subject: [PATCH 03/34] Update and rename Direct-feeds.md to How-to-Set-up-a-Direct-Company-Card-Feed.md --- .../connect-credit-cards/Direct-feeds.md | 141 ------------------ ...ow-to-Set-up-a-Direct-Company-Card-Feed.md | 80 ++++++++++ 2 files changed, 80 insertions(+), 141 deletions(-) delete mode 100644 docs/articles/new-expensify/connect-credit-cards/Direct-feeds.md create mode 100644 docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md 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/How-to-Set-up-a-Direct-Company-Card-Feed.md b/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md new file mode 100644 index 0000000000000..7fdfa3cbe2b1c --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md @@ -0,0 +1,80 @@ +--- +title: How to Set up a Direct Company Card Feed +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 + +Setting up a direct company card feed allows you to automatically import card transactions into Expensify. + +You can connect company cards using a direct feed or through Plaid, depending on your bank and country. + +--- + +## Who can set up a direct company card feed + +Any Workspace Admin can set up a direct company card feed. + + - 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 direct company card feed + +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 the existing connection then **Add cards** +4. Select the country your bank is located in and select **Next**. +5. Choose your **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 + + - Cards with recent expenses will appear as a list + - Cards can be assigned to Workspace Members + - After a card is assigned, posted transactions import into the assigned member's account automatically. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/How-to-assign-company-cards). + +# FAQ + +## How do I fix a broken company card feed? + +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 troubleshoot direct company card feeds](/articles/new-expensify/connect-credit-cards/How-to-assign-company-cards)). + +## 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 to a workspace. + +## Can I import debit card transactions? + +Yes, debit card transactions can be imported by following the same steps for importing a direct company card feed. + +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. + +## How can I check if my bank is supported? + +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. + From 14c94e1d20e93663b59f57d41a337ff996fc4b66 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 6 Apr 2026 23:21:05 -1000 Subject: [PATCH 04/34] Update and rename Set-up-a-Commercial-Card-feed.md to How-to-Set-up-a-Commercial-Card-feed.md --- .../How-to-Set-up-a-Commercial-Card-feed.md | 118 ++++++++++++++++++ .../Set-up-a-Commercial-Card-feed.md | 111 ---------------- 2 files changed, 118 insertions(+), 111 deletions(-) create mode 100644 docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md delete mode 100644 docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md diff --git a/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md b/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md new file mode 100644 index 0000000000000..5ca057e0a7c28 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md @@ -0,0 +1,118 @@ +--- +title: How to Set up a Commercial Card Feed +description: Learn how to set up a Visa, Mastercar 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. +--- + +# How to set up a commercial card feed + +Commercial card feeds are file-based connections managed by your bank. They are a reliable way to import company card transactions because they are not affected by password changes or bank login updates. + +Before you begin, contact your bank to confirm that your card program is eligible for a commercial card feed. + +If you're not elgible for a commercial card feed, you can set up a [set up a direct company card feed instead](/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed). + +--- + +## Who can set up a commercial card Feed + +Any Workspace Admin can set up a direct company card feed. + + - 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 + +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 the existing 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 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 enable a Visa commercial card 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. + +--- + +## How enable a 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**. + +Expensify will notify you when the feed is connected. + +--- + +## What happens after a commercial card feed is connected + + - Cards with posted expenses will appear as a list. + - Cards can be assigned to Workspace Members. + - After a card is assigned, posted transactions import into the assigned member's account automatically. + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/How-to-assign-company-cards). + +--- + +# 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. + +## What can I do if my bank doesn't offer a commercial card feed? + +You can 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](articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed). + +## Can I connect the same commercial card feed across different workspaces? + +Yes, commercial card feeds can be shared across workspaces. Learn how to add an existing company card feed to a workspace. + diff --git a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md deleted file mode 100644 index df70cdc45485b..0000000000000 --- a/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-feed.md +++ /dev/null @@ -1,111 +0,0 @@ ---- -title: Set up a Commercial Card Feed -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. - -**Note:** 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 connected. - ---- - - -# 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**. - -Expensify will notify you when the feed is connected. - ---- - -## How to 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. From c82bf2110a19160b7f1398c4e913a560f15a7c0f Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 6 Apr 2026 23:49:51 -1000 Subject: [PATCH 05/34] Create Share-a-company-card-feed-across-workspaces.md --- ...e-a-company-card-feed-across-workspaces.md | 74 +++++++++++++++++++ 1 file changed, 74 insertions(+) create mode 100644 docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md diff --git a/docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md b/docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md new file mode 100644 index 0000000000000..c1283473171d2 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md @@ -0,0 +1,74 @@ +--- +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 helps centralize card management and avoids 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 set one up: + + - [Learn how to set up a Direct Company Card feed](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Direct-Company-Card-Feed). + - [Learn how to set up a Direct Company Card feed](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Commercial-Card-Feed). + +--- + +## 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 + + - The selected card feed is linked to the Workspace + - Workspace members with assigned cards on the company card feed appear in the card list + - Unassigned cards can be assigned to Workspace Members + - Once assigned, transactions automatically import into the member’s account + +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/How-to-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 + - You are not a Workspace Admin + - 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. From 46fb0d685258f707005cb405a935368d1413cf83 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 00:15:10 -1000 Subject: [PATCH 06/34] Update and rename Assign-and-Manage-Cards.md to Assign-company-cards.md --- .../Assign-and-Manage-Cards.md | 46 ---------------- .../Assign-company-cards.md | 53 +++++++++++++++++++ 2 files changed, 53 insertions(+), 46 deletions(-) delete mode 100644 docs/articles/new-expensify/connect-credit-cards/Assign-and-Manage-Cards.md create mode 100644 docs/articles/new-expensify/connect-credit-cards/Assign-company-cards.md 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/Assign-company-cards.md b/docs/articles/new-expensify/connect-credit-cards/Assign-company-cards.md new file mode 100644 index 0000000000000..15c044d7a4f89 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-company-cards.md @@ -0,0 +1,53 @@ +--- +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](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Direct-Company-Card-Feed). + - [Learn how to set up a Direct Company Card feed](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Commercial-Card-Feed). + +# 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. Choose **Company cards** to view your Workspace's company card feeds. +3. Select the card connection name. +5. 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. 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 + +The selected card is linked to the member. + + - Posted transactions from that card import automatically into the member's account + - The member can include these transactions in expense reports + +# 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 assigree 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. From 5a2ae5783ae22c26d4cd84ba018fca04dcc85dfa Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:11:25 -1000 Subject: [PATCH 07/34] Create Fx-a-broken-company-card-feed.md --- .../Fx-a-broken-company-card-feed.md | 98 +++++++++++++++++++ 1 file changed, 98 insertions(+) create mode 100644 docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md diff --git a/docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md b/docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md new file mode 100644 index 0000000000000..3b0bd0aa38c92 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md @@ -0,0 +1,98 @@ +--- +title: Fix a broken company card connection in Expensify +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 + +When a company card connection breaks, transactions may stop flowing into Expensify. Workspace Admins are notified on the Home page and in the #admins room by a message from Concierge. + +This guide explains how to reconnect the card and resolve common connection errors so transactions resume importing. + +--- + +## Who can fix company card connections in Expensify + +Workspace Admins can fix broken company card connections + +--- + +## How to fix a broken company card connection + +If your company card feed stops working, you 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. Find the card feed with a red dot and the message “Card feed connection is broken” +4. Click the error message under the card feed name and follow the prompts to restore the connection. + +--- + +## What connection errors mean when fixing company card feeds + +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 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 + +--- + +## 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. + +# 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. + + + + From c646f559fc501ae54da09a393d603d1b74e53b81 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:40:48 -1000 Subject: [PATCH 08/34] Update and rename Assign-company-cards.md to Assign-Company-Cards.md --- .../{Assign-company-cards.md => Assign-Company-Cards.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/new-expensify/connect-credit-cards/{Assign-company-cards.md => Assign-Company-Cards.md} (98%) 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 similarity index 98% rename from docs/articles/new-expensify/connect-credit-cards/Assign-company-cards.md rename to docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md index 15c044d7a4f89..a70f11b241436 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-company-cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -1,5 +1,5 @@ --- -title: Assign company cards +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. From 0e170bd7b2e4d7f215d129a908fbbb02ef8281b6 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:41:16 -1000 Subject: [PATCH 09/34] Rename Company-Card-Settings.md to Configure-Company-Card-Settings.md --- ...mpany-Card-Settings.md => Configure-Company-Card-Settings.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Company-Card-Settings.md => Configure-Company-Card-Settings.md} (100%) 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 100% 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 From 93985ad305a16b5ea1f4e4ebb1a6c3b5272141be Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:42:58 -1000 Subject: [PATCH 10/34] Update Configure-Company-Card-Settings.md --- .../connect-credit-cards/ Configure-Company-Card-Settings.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md index 7ebd35852cf32..4591f370fc728 100644 --- a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md @@ -1,5 +1,5 @@ --- -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. From d197bc3e36c1bf5792d41dd7d684685efb97680e Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:43:43 -1000 Subject: [PATCH 11/34] Update Check-Supported-Banks.md --- .../new-expensify/connect-credit-cards/Check-Supported-Banks.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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..ffe095d333c91 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 @@ -1,5 +1,5 @@ --- -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. From cb5f1179641aa30bc2d0e06960a3bd8076fb5a95 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:44:34 -1000 Subject: [PATCH 12/34] Update and rename How-to-Set-up-a-Commercial-Card-feed.md to Set-up-a-Commercial-Card-Feed-Connection.md --- ...Card-feed.md => Set-up-a-Commercial-Card-Feed-Connection.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/new-expensify/connect-credit-cards/{How-to-Set-up-a-Commercial-Card-feed.md => Set-up-a-Commercial-Card-Feed-Connection.md} (99%) diff --git a/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md similarity index 99% rename from docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md rename to docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md index 5ca057e0a7c28..967d9c7974446 100644 --- a/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Commercial-Card-feed.md +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection.md @@ -1,5 +1,5 @@ --- -title: How to Set up a Commercial Card Feed +title: Set up a Commercial Card Feed Connection description: Learn how to set up a Visa, Mastercar 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. From f51ee7ed637f22d708b7f4874e78f1146c9903ab Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:45:07 -1000 Subject: [PATCH 13/34] Update and rename How-to-Set-up-a-Direct-Company-Card-Feed.md to Set-up-a-Direct -Company-Card-Feed-Connection.md --- ...Feed.md => Set-up-a-Direct -Company-Card-Feed-Connection.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/new-expensify/connect-credit-cards/{How-to-Set-up-a-Direct-Company-Card-Feed.md => Set-up-a-Direct -Company-Card-Feed-Connection.md} (98%) diff --git a/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct -Company-Card-Feed-Connection.md similarity index 98% rename from docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md rename to docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct -Company-Card-Feed-Connection.md index 7fdfa3cbe2b1c..0e5650339a28f 100644 --- a/docs/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-Card-Feed.md +++ b/docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct -Company-Card-Feed-Connection.md @@ -1,5 +1,5 @@ --- -title: How to Set up a Direct Company Card Feed +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. From d2925e42c27c73c9140b8da7ccd315af863249dd Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:45:41 -1000 Subject: [PATCH 14/34] Update and rename Share-a-company-card-feed-across-workspaces.md to Share-a-Company-Card-Connection-Across-Workspaces.md --- ....md => Share-a-Company-Card-Connection-Across-Workspaces.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/new-expensify/connect-credit-cards/{Share-a-company-card-feed-across-workspaces.md => Share-a-Company-Card-Connection-Across-Workspaces.md} (98%) diff --git a/docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md b/docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md similarity index 98% rename from docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md rename to docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md index c1283473171d2..68d16fe26e393 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Share-a-company-card-feed-across-workspaces.md +++ b/docs/articles/new-expensify/connect-credit-cards/Share-a-Company-Card-Connection-Across-Workspaces.md @@ -1,5 +1,5 @@ --- -title: Share a company card feed across Workspaces +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. From 41477639367a41a9db8e6693d5f1584f79eb6e18 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:48:21 -1000 Subject: [PATCH 15/34] Update and rename Personal-Cards.md to Manage-Personal-Cards.md --- .../{Personal-Cards.md => Manage-Personal-Cards.md} | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Personal-Cards.md => Manage-Personal-Cards.md} (98%) 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..54b86574404c0 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. From 439d5172202baf62ec8743a94c904d78b9e28163 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 14:49:59 -1000 Subject: [PATCH 16/34] Update and rename Fx-a-broken-company-card-feed.md to Fix-a-broken-Company-Card-Feed-Connection.md --- ...ard-feed.md => Fix-a-broken-Company-Card-Feed-Connection.md} | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) rename docs/articles/new-expensify/connect-credit-cards/{Fx-a-broken-company-card-feed.md => Fix-a-broken-Company-Card-Feed-Connection.md} (98%) diff --git a/docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md b/docs/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection.md similarity index 98% rename from docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md rename to docs/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection.md index 3b0bd0aa38c92..6283deccd7f0f 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Fx-a-broken-company-card-feed.md +++ b/docs/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection.md @@ -1,5 +1,5 @@ --- -title: Fix a broken company card connection in Expensify +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. From a06ed59ed1387f3c82331ff2a3574b65813f8660 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 15:13:29 -1000 Subject: [PATCH 17/34] Update and rename Set-up-a-Direct -Company-Card-Feed-Connection.md to Set-up-a-Direct-Company-Card-Feed-Connection.md --- ...-a-Direct-Company-Card-Feed-Connection.md} | 45 ++++++++++--------- 1 file changed, 23 insertions(+), 22 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Set-up-a-Direct -Company-Card-Feed-Connection.md => Set-up-a-Direct-Company-Card-Feed-Connection.md} (58%) 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 similarity index 58% rename from docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct -Company-Card-Feed-Connection.md rename to docs/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection.md index 0e5650339a28f..407f35f31eb24 100644 --- 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 @@ -5,34 +5,34 @@ keywords: [New Expensify, set up direct company card feed, connect 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 +# Set up a Direct Company Card Feed Connection -Setting up a direct company card feed allows you to automatically import card transactions into Expensify. +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 feed or through Plaid, depending on your bank and country. +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 +## Who can set up a direct company card feed connection -Any Workspace Admin can set up a direct company card feed. +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. + - 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 direct company card feed +## 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]** +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** + - 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 the existing connection then **Add cards** + - 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 **Direct feed** 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. @@ -40,33 +40,34 @@ Any Workspace Admin can set up a direct company card feed. --- -## What happens after you set up a direct company card feed +## What happens after you set up a direct company card feed connection - - Cards with recent expenses will appear as a list - - Cards can be assigned to Workspace Members - - After a card is assigned, posted transactions import into the assigned member's account automatically. + - 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/How-to-assign-company-cards). +--- + # FAQ -## How do I fix a broken company card feed? +## 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 troubleshoot direct company card feeds](/articles/new-expensify/connect-credit-cards/How-to-assign-company-cards)). +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 to a workspace. +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 importing a direct company card feed. +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, however, are fully supported under these regulations. +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 feeds. This is not a complete list: +Below are examples of banks that support direct company card feeds. This is not a complete list: - American Express - Bank of America From 68ca8e85b794fca123956a448ff410d2a225ba3c Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 15:26:59 -1000 Subject: [PATCH 18/34] Update Set-up-a-Commercial-Card-Feed-Connection.md --- ...et-up-a-Commercial-Card-Feed-Connection.md | 50 ++++++++----------- 1 file changed, 22 insertions(+), 28 deletions(-) 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 index 967d9c7974446..5d5755a7f585c 100644 --- 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 @@ -5,39 +5,39 @@ keywords: [New Expensify, commercial feed, Mastercard feed, Visa feed, Amex feed 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. --- -# How to set up a commercial card feed +# Set up a Commercial Card Feed Connection -Commercial card feeds are file-based connections managed by your bank. They are a reliable way to import company card transactions because they are not affected by password changes or bank login updates. +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 elgible for a commercial card feed, you can set up a [set up a direct company card feed instead](/articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-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 +## Who can set up a commercial card feed connection -Any Workspace Admin can set up a direct company card feed. +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. + - 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 +## 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]** +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** + - 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 the existing connection then **Add cards** + - 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. +6. Choose your bank from the list and follow the instructions. -## How enable a Mastercard commercial card feed (CDF) +## 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**. @@ -53,7 +53,7 @@ Expensify will notify you when the feed is connected. --- -## How enable a Visa commercial card feed +## How to enable a Visa commercial card feed (VCF) Visa commercial feeds are configured through your bank using Visa’s **Subscription Management portal**. @@ -71,7 +71,7 @@ Expensify will notify you when the feed is connected. --- -## How enable a American Express Corporate Card Feed +## How to enable a American Express commercial card feed (GL1025) To set up an Amex Corporate Feed, you’ll need to complete and email their required forms. @@ -85,7 +85,7 @@ To set up an Amex Corporate Feed, you’ll need to complete and email their requ 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**. +6. Choose **Commercial Feed**, then select **American Express Corporate Cards**. Expensify will notify you when the feed is connected. @@ -93,26 +93,20 @@ Expensify will notify you when the feed is connected. ## What happens after a commercial card feed is connected - - Cards with posted expenses will appear as a list. - - Cards can be assigned to Workspace Members. - - After a card is assigned, posted transactions import into the assigned member's account automatically. + - 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/How-to-assign-company-cards). +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). --- # 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. - ## What can I do if my bank doesn't offer a commercial card feed? -You can 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](articles/new-expensify/connect-credit-cards/How-to-Set-up-a-Direct-Company-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 across different workspaces? +## 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. +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). From 61d9a5f8bb40b40c53b817b3cb7fb71855eac08b Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 15:37:42 -1000 Subject: [PATCH 19/34] Update Share-a-Company-Card-Connection-Across-Workspaces.md --- ...mpany-Card-Connection-Across-Workspaces.md | 22 +++++++++---------- 1 file changed, 10 insertions(+), 12 deletions(-) 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 index 68d16fe26e393..fca0e9135ba05 100644 --- 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 @@ -5,16 +5,16 @@ keywords: [New Expensify, share company card feed Expensify, connect existing co 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 +# 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 helps centralize card management and avoids duplicate connections. +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 set one up: +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](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Direct-Company-Card-Feed). - - [Learn how to set up a Direct Company Card feed](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Commercial-Card-Feed). + - [Learn how to set up a direct company card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Direct-Company-Card-Feed-Connection). + - [Learn how to set up a commercial card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Commercial-Card-Feed-Connection). --- @@ -22,8 +22,8 @@ If you haven’t set up a feed yet, learn how to set one up: 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. + - 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) @@ -48,12 +48,11 @@ Design request:https://github.com/Expensify/Expensify/issues/XXXX ## What happens after you share a company card feed across Workspaces - - The selected card feed is linked to the Workspace - Workspace members with assigned cards on the company card feed appear in the card list - Unassigned cards can be assigned to Workspace Members - - Once assigned, transactions automatically import into the member’s account + - 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/How-to-assign-company-cards). +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). # FAQ @@ -61,12 +60,11 @@ Design request:https://github.com/Expensify/Expensify/issues/XXXX 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 +## Why don’t I see the “From other workspaces” section? This can happen if: - There are no existing company card feeds available to share - - You are not a Workspace Admin - Your email is not on a private domain ## Does sharing a company card feed duplicate transactions From 55c23be086a0f3bfc19c895dabcc0fe605fa0752 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 15:51:12 -1000 Subject: [PATCH 20/34] Update Assign-Company-Cards.md --- .../Assign-Company-Cards.md | 28 +++++++++---------- 1 file changed, 13 insertions(+), 15 deletions(-) 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 index a70f11b241436..bbdbdeac3fe4d 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -5,44 +5,42 @@ keywords: [New Expensify, assign company cards, Expensify card assignment, works 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 +# 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 +## 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](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Direct-Company-Card-Feed). - - [Learn how to set up a Direct Company Card feed](/articles/new-expensify/billing-and-subscriptions/How-to-Set-up-a-Commercial-Card-Feed). + - [Learn how to set up a direct company card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Direct-Company-Card-Feed-Connection). + - [Learn how to set up a commercial card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Commercial-Card-Feed-Connection). -# How to assign company cards +## 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. Choose **Company cards** to view your Workspace's company card feeds. +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. -5. 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. Enter the assignee's name, email address, or phone number, -6. Review the details and click **Assign card*** to finalize the assignment. +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 -The selected card is linked to the member. - - - Posted transactions from that card import automatically into the member's account - - The member can include these transactions in expense reports + - 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 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 assigree is not yet a Workspace member, you can invite them while assigning the card. +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? From 0ed401646db8c80fe9c73ab173acf580e57c2076 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 15:53:39 -1000 Subject: [PATCH 21/34] Update Configure-Company-Card-Settings.md --- .../connect-credit-cards/ Configure-Company-Card-Settings.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md index 4591f370fc728..4abdf0751c9f3 100644 --- a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md @@ -2,10 +2,10 @@ 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. From 81854a451378a722683ada49a12d7723d9a4e721 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 16:06:03 -1000 Subject: [PATCH 22/34] Update Set-up-a-Direct-Company-Card-Feed-Connection.md --- ...t-up-a-Direct-Company-Card-Feed-Connection.md | 16 +++++++++++++--- 1 file changed, 13 insertions(+), 3 deletions(-) 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 index 407f35f31eb24..d1a7c9b6a1487 100644 --- 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 @@ -26,11 +26,11 @@ Any Workspace Admin can set up a direct company card feed connection. ## 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]** +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** + - 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** + - 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. @@ -47,6 +47,16 @@ Any Workspace Admin can set up a direct company card feed connection. [Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/How-to-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 From dbae0d3cdab464e443a321108b2cdf70d24f189e Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 16:22:19 -1000 Subject: [PATCH 23/34] Update and rename Fix-a-broken-Company-Card-Feed-Connection.md to Fix-a-Broken-Company-Card-Feed-Connection.md --- ...-a-Broken-Company-Card-Feed-Connection.md} | 46 +++++++++---------- 1 file changed, 22 insertions(+), 24 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{Fix-a-broken-Company-Card-Feed-Connection.md => Fix-a-Broken-Company-Card-Feed-Connection.md} (66%) 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 similarity index 66% rename from docs/articles/new-expensify/connect-credit-cards/Fix-a-broken-Company-Card-Feed-Connection.md rename to docs/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection.md index 6283deccd7f0f..91df34183fe36 100644 --- 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 @@ -5,32 +5,33 @@ keywords: [fix company card connection, troubleshoot card feed, Expensify card e 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 +# Fix a Broken Company Card Feed Connection -When a company card connection breaks, transactions may stop flowing into Expensify. Workspace Admins are notified on the Home page and in the #admins room by a message from Concierge. - -This guide explains how to reconnect the card and resolve common connection errors so transactions resume importing. +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 -## Who can fix company card connections in Expensify +Workspace Admins see indicators in Expensify when a company card feed is broken: -Workspace Admins can fix broken company card connections +- 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, you can reconnect it from the Workspace. +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] +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. Find the card feed with a red dot and the message “Card feed connection is broken” -4. Click the error message under the card feed name and follow the prompts to restore the connection. +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. --- -## What connection errors mean when fixing company card feeds +## How to troubleshoot company card connection errors If you see an error while reconnecting, use the guidance below: @@ -47,7 +48,7 @@ If you see an error while reconnecting, use the guidance below: - **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 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** @@ -60,22 +61,22 @@ If you see an error while reconnecting, use the guidance below: --- -## What bank requirements affect company card connections +## What happens after you fix a company card connection -Some banks have specific requirements for successful connections: +When a company card connection is fixed, the card feed reconnects to your bank and the red dot error message disappears. - - **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 + - New transactions begin importing again. + - Any missing transactions during downtime will import automatically. --- -## What happens after you fix a company card connection +## How to connect a company card using an alternative method -When a company card connection is fixed, the card feed reconnects to your bank and the red dot error message disappears. +If the company card feed connection continues to fail, you can connect your card using an alternative method. - - New transactions begin importing again. - - Any missing transactions during downtime will import automatically. +Expensify supports connecting company cards through Plaid as a fallback option. Learn how to set up a direct connection using Plaid in [Set up a Direct Company Card Feed Connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). + +--- # FAQ @@ -93,6 +94,3 @@ After fixing the feed, you can update an assigned company card manually from the 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. - - - From b4dafd21c189921cf56110e7d580addd29fc9005 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 16:23:18 -1000 Subject: [PATCH 24/34] Update Fix-a-Broken-Company-Card-Feed-Connection.md --- .../Fix-a-Broken-Company-Card-Feed-Connection.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 91df34183fe36..63fd3ca442885 100644 --- 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 @@ -74,7 +74,7 @@ When a company card connection is fixed, the card feed reconnects to your bank a 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 in [Set up a Direct Company Card Feed Connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection). +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). --- From 65a691bc7a12cfe0fbc195127b091bcfac74142b Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:37:58 -1000 Subject: [PATCH 25/34] Update Fix-a-Broken-Company-Card-Feed-Connection.md --- .../Fix-a-Broken-Company-Card-Feed-Connection.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 63fd3ca442885..7cc235bbdf70e 100644 --- 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 @@ -56,7 +56,7 @@ If you see an error while reconnecting, use the guidance below: - **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 it means:** Temporary downtime or maintenance from your bank or connection provider - **What to do:** Wait and try again later --- From d600cc358cd76b76ac6da1c3eda19a38da3345ef Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:40:44 -1000 Subject: [PATCH 26/34] Update and rename Configure-Company-Card-Settings.md to Configure-Company-Card-Settings.md --- ...ard-Settings.md => Configure-Company-Card-Settings.md} | 8 +++----- 1 file changed, 3 insertions(+), 5 deletions(-) rename docs/articles/new-expensify/connect-credit-cards/{ Configure-Company-Card-Settings.md => Configure-Company-Card-Settings.md} (94%) diff --git a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md similarity index 94% rename from docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md rename to docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md index 4abdf0751c9f3..13b285bf79661 100644 --- a/docs/articles/new-expensify/connect-credit-cards/ Configure-Company-Card-Settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md @@ -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: From 5f2ecc16f7804a1d1ae1f5a6dae5ff3ce3588885 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:42:50 -1000 Subject: [PATCH 27/34] Update Assign-Company-Cards.md --- .../connect-credit-cards/Assign-Company-Cards.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) 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 index bbdbdeac3fe4d..09539068fdc85 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Assign-Company-Cards.md @@ -17,8 +17,8 @@ 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/billing-and-subscriptions/Set-up-a-Direct-Company-Card-Feed-Connection). - - [Learn how to set up a commercial card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Commercial-Card-Feed-Connection). + - [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 @@ -34,7 +34,7 @@ If you haven’t set up a feed yet, learn how to set one up: ## 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 submitted according to Workspace rules. + - The imported company card expenses are added to reports and submitted according to Workspace rules. # FAQ From 9f675ba5915f92d0675d767f5779115f09f36715 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:44:20 -1000 Subject: [PATCH 28/34] Update Check-Supported-Banks.md --- .../new-expensify/connect-credit-cards/Check-Supported-Banks.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 ffe095d333c91..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 @@ -5,7 +5,7 @@ keywords: [check supported banks, supported card issuers, Plaid, connect credit 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. From 32c19037cf1d08d74e4709dfb851f5f5e92bd7d6 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:46:39 -1000 Subject: [PATCH 29/34] Update Manage-Personal-Cards.md --- .../new-expensify/connect-credit-cards/Manage-Personal-Cards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md index 54b86574404c0..35a4ff4fd172e 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md @@ -5,7 +5,7 @@ keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card impo 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 +# 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. From 78c5dfdaa80b8d4154b6759c0914754dd1490b0f Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:48:02 -1000 Subject: [PATCH 30/34] Update Set-up-a-Commercial-Card-Feed-Connection.md --- .../Set-up-a-Commercial-Card-Feed-Connection.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) 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 index 5d5755a7f585c..931c7a37b3b3c 100644 --- 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 @@ -1,6 +1,6 @@ --- title: Set up a Commercial Card Feed Connection -description: Learn how to set up a Visa, Mastercar or Amex commercial card feed in Expensify +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. --- @@ -71,7 +71,7 @@ Expensify will notify you when the feed is connected. --- -## How to enable a American Express commercial card feed (GL1025) +## 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. From 07b8a35483b3bb3648f6c725dfc2ca9cc0dceea7 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:49:36 -1000 Subject: [PATCH 31/34] Update Set-up-a-Commercial-Card-Feed-Connection.md --- .../Set-up-a-Commercial-Card-Feed-Connection.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) 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 index 931c7a37b3b3c..e4ebf2c2ce49c 100644 --- 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 @@ -84,7 +84,7 @@ To set up an Amex Corporate Feed, you’ll need to complete and email their requ - **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**. +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. @@ -104,7 +104,7 @@ Expensify will notify you when the feed is connected. ## 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). +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? From 52465e6fe21da094b8548be34b65b9a5e3dc0b01 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:51:13 -1000 Subject: [PATCH 32/34] Update Set-up-a-Direct-Company-Card-Feed-Connection.md --- .../Set-up-a-Direct-Company-Card-Feed-Connection.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) 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 index d1a7c9b6a1487..e178dc196a16d 100644 --- 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 @@ -45,9 +45,9 @@ Any Workspace Admin can 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/How-to-assign-company-cards). +[Learn how to assign company cards](/articles/new-expensify/connect-credit-cards/Assign-Company-Cards). --- +--- ## What bank requirements affect company card connections From 683169979456a8273b8ce328c8c0df91cf2df1cf Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 19:52:19 -1000 Subject: [PATCH 33/34] Update Share-a-Company-Card-Connection-Across-Workspaces.md --- .../Share-a-Company-Card-Connection-Across-Workspaces.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) 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 index fca0e9135ba05..536893989306e 100644 --- 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 @@ -13,8 +13,8 @@ You can share both direct company card feeds and commercial card feeds across mu 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/billing-and-subscriptions/Set-up-a-Direct-Company-Card-Feed-Connection). - - [Learn how to set up a commercial card feed connection](/articles/new-expensify/billing-and-subscriptions/Set-up-a-Commercial-Card-Feed-Connection). + - [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). --- @@ -33,7 +33,7 @@ Workspace Admins with an email on a private domain can share a company card feed 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** + - 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. From 614de5fd678cbdd95e0b009db1e47ae7603a1802 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 7 Apr 2026 20:03:31 -1000 Subject: [PATCH 34/34] Update redirects.csv --- docs/redirects.csv | 5 +++++ 1 file changed, 5 insertions(+) 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