Request the Card
To start using the Expensify Card, do the following:
- Enable Expensify Cards: An admin must first enable the cards. Then, an admin can assign you a card by setting a limit, which allows access to the card.
- Request the Card:
- If you haven’t been assigned a limit, look for the task on your account’s homepage that says, “Ask your admin for the card!”
- Completing that task will send an in-product notification to your admin team that you requested the card.
- Once you’re assigned a card limit, you’ll receive an email notification. Click the link in the email to provide your shipping address on your account’s homepage.
- Enter your address, and the physical card will be shipped within 3-5 business days.
- Activate the Card: When your physical card arrives, activate it in Expensify by entering the last four digits of the card in the activation task on your homepage.
Virtual Cards
Once you’ve been assigned a limit, a virtual card is available immediately. You can view its details via Settings > Account > Credit Card Import > Show Details.
To protect your account and card spend, enable two-factor authentication under Settings > Account > Account Details.
Notifications
- Download the Expensify mobile app and enable push notifications to stay updated on your card’s limit and spending.
- Each transaction triggers a push notification.
- You’ll also get notifications for potentially fraudulent activity, allowing you to confirm or dispute charges.
Request a Replacement Expensify Card
If the card is lost, stolen, or damaged Card:
- Go to Settings > Account > Credit Card Import and click Request a New Card.
- Confirm your shipping information and complete the prompts. The new card will arrive in 2-3 business days.
- Selecting “lost” or “stolen” deactivates your current card to prevent fraud. Choosing “damaged” keeps the current card active until the new one arrives.
- If you can’t access the website or app, call 1-877-751-5848 (US) or +44 808 196 0632 (Internationally) to cancel your card.
If the card is expiring
- If your card is about to expire, Expensify will notify you via your account’s Home (Inbox) tab.
- Enter your address if it has changed; otherwise, do nothing, and the new card will ship to your address on file.
- The new card will have a unique number and will not be linked to the old one.
FAQ
What if I haven’t received my card after multiple weeks?
Reach out to support, and we can locate a tracking number for the card. If the card shows as delivered, but you still haven’t received it, you’ll need to confirm your address and order a new one.
I’m self-employed. Can I set up the Expensify Card as an individual?
Yep! As long as you have a business bank account and have registered your company with the IRS, you are eligible to use the Expensify Card as an individual business owner.
