This guide provides details on how you and your employees can request and use the Expensify Card.

Requirements for the Expensify Card

The Expensify Card is currently available only to companies that meet the following criteria:

• US Bank Account
• US Documentation
• Private Email Domain: We cannot provision Expensify Cards for users with public domains like gmail.com, hotmail.com, yahoo.com, etc.

Steps to Request the Expensify Card

1. Enable Expensify Cards (Admin Action)

• An admin must first enable the cards.
• The admin will assign you a card by setting a spending limit and granting access to the card.

2. Request the Card

If a card limit hasn’t been assigned to you, look for the task on your account homepage that says: “Ask your admin for the card!”

• Completing this task sends an in-product notification to your admin team requesting the card.
• Once assigned a card limit, you’ll receive an email notification. Follow these steps:
  1. Click the link in the email.
  2. Provide your shipping address on your account homepage.
  3. Submit the address to have your physical card shipped within 3-5 business days.

3. Activate the Card

When the physical card arrives, activate it by:

• Entering the last four digits of the card in the activation task on your account homepage.

Virtual Cards

• Virtual cards are available immediately once a spending limit is assigned.
• To view your virtual card details, go to: Settings > Account > Credit Card Import > Show Details.

Security Tip

Enable two-factor authentication to secure your account and card spend:

1. Navigate to Settings > Account > Account Details
2. Under the Account Details tab, find the Two-Factor Authentication section, and switch on the toggle

Notifications

Download the Expensify mobile app and enable push notifications to stay updated on:

• Card spending limits
• Transactions
• Potentially fraudulent activity

Request a Replacement Expensify Card

Lost, Stolen, or Damaged Cards

1. Go to Settings > Account > Credit Card Import and click Request a New Card.
2. Confirm your shipping information and complete the prompts.
3. Replacement Timeline:
   • Lost or Stolen: The current card is deactivated immediately to prevent fraud.
   • Damaged: The current card remains active until the replacement arrives.
4. A new card will arrive within 2-3 business days.

Alternative: Contact Support If you can’t access the website or app:

• Call 1-877-751-5848 (US) or +44 808 196 0632 (International) to cancel the card.

Expiring Cards

• Expensify notifies you via the Home (Inbox) tab when your card is nearing expiration.
• If your address has changed, update it to receive the new card.
• Otherwise, the card will ship automatically to your address on file.

Important: The new card will have a unique number and won’t be linked to the old one.

FAQ

What if I haven’t received my card after multiple weeks?

• Reach out to support for a tracking number.

• If the card is marked as delivered but not received:

  • Confirm your address.
  • Order a replacement card.

I’m self-employed. Can I set up the Expensify Card as an individual?

Yes! If you have a business bank account and IRS registration for your company, you can use the Expensify Card as an individual business owner.