After connecting or importing your company cards to Expensify, you can assign each card to its respective cardholder.

Assign new cards

If you’re assigning cards via CSV upload for the first time,

1. Hover over Settings and click Domains.
2. Select the desired domain.
3. Click the card dropdown menu and select the desired feed from the list.

4. Click Assign New Cards.

5. Enter the employee’s email address and/or select it from the dropdown list. Note: Employees must have an email address under this domain in order to assign a card to them.

6. Enter the last four digits of the card number and/or select it from the dropdown list.
   • If no transactions have been posted on the card, the card number will not appear in the list and you’ll need to enter the full card number into the field. Then press ENTER on your keyboard. The field may clear itself after you press ENTER, but you can disregard this and continue to the next step.
7. (Optional) Set the transaction start date. Any transactions that were posted before this date will not be imported into Expensify. If you do not make a selection, it will default to the earliest available transactions from the card. Note: Expensify can only import data for the time period released by the bank. Most banks only provide a certain amount of historical data, averaging 30-90 days into the past. It’s not possible to override the start date the bank has provided via this tool.
8. Click Assign.

Once assigned, you will see each cardholder associated with their card and the start date listed. The transactions will now be imported to the cardholder’s account, where they can add receipts, code the expenses, and submit them for review and approval.

Upload new expenses for existing assigned cards

To add new expenses to an existing uploaded and assigned card,

1. Hover over Settings and click Domains.
2. Select the desired domain name.
3. Click Manage/Import CSV.

4. Select the saved layout from the drop-down list.
5. Click Upload CSV.
6. Click Update All Cards to retrieve the new expenses for the assigned cards.

Unassign company cards

Unassigning a company card will delete any unsubmitted (Open or Unreported) expenses in the cardholder’s account.

To unassign a specific card, click the Actions button to the right of the card and click Unassign.

To completely remove the card connection, unassign every card from the list and then refresh the page.

Note: If expenses are Processing and then rejected, they will also be deleted when they’re returned to an Open state, as the card they’re linked to no longer exists.