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, Card Admins, and their Copilots 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.
• Learn how to set up a commercial card feed connection.
• Learn how to import company card transactions from a spreadsheet.

How to assign company cards

1. Click the navigation tabs (on the left on web, on the bottom on mobile) and select Workspaces > [Workspace Name].
2. Select Company cards.
3. Select the card connection name.
4. Click Assign card on the card you want to assign.
5. Enter the assignee’s name, email address, or phone number.
6. If needed, update the Transaction start date to choose the date from which Expensify starts importing transactions for the card.
7. Click Assign card to finalize the assignment.

What happens after you assign company cards

• Posted transactions from the assigned card import automatically into the member’s account as expenses.
• Expensify imports transactions from the Transaction start date onward.
• The imported company card expenses are added to reports and submitted according to Workspace rules.

FAQ

Can I assign a company card to someone who is not a member of the Workspace?

Only Workspace members can have company cards assigned to them, so it depends on your role:

• Workspace Admins can enter any name, email address, or phone number. If the assignee is not yet a Workspace member, you can invite them while assigning the card.
• Card Admins can only assign company cards to people who are already Workspace members. If you search for someone who is not a member, no result appears and you cannot invite them from the assignment flow. Ask a Workspace Admin to invite the person to the Workspace first, then assign 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, Card Admins, and their Copilots can assign or reassign company cards.

Can I change the transaction start date on an assigned card?

Yes. You can update the Transaction start date at any time from the assigned card’s details. The Transaction start date determines the date from which Expensify imports transactions for the card.

Can I set the transaction start date to a future date?

Yes. The Transaction start date can be set to a past or future date. If you choose a future date, Expensify begins importing transactions for the card from that date onward.