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.
Manage Company Card Settings
To adjust your card feed configuration:
- Go to Workspaces > [Workspace Name] > Company Cards.
- Click Settings in the top-right corner.
Available actions include:
- Rename the card feed connection
- Control whether cardholders can delete transactions: Only affects new transactions going forward
- Remove the card connection: Unassigns all cards and deletes unsubmitted expenses in draft reports
Export Transactions to Your Accounting System
If you’ve connected accounting software (like QuickBooks, NetSuite, or Xero), you can export company card expenses either to a central account or individual accounts.
Export to a Central Account
To adjust this workspace-level setting:
- Go to Workspaces > [Workspace Name] > Accounting > Connections > Export.
- Under Export company card expenses as, choose Central account.
Export to Individual Accounts
To override the central export account per card:
- Go to Workspaces > [Workspace Name] > Company Cards.
- Click on an assigned card to open the Card Details page.
- Select a specific export account for that card.
Note: If left set to Default Card, the central export account will be used.
Use eReceipts
eReceipts are digital receipts that replace paper ones for many USD transactions of $75 or less. They’re available on both commercial and direct card feeds.
- Go to Workspaces > [Workspace Name] > More Features and toggle on Rules.
- Navigate to the Rules section.
- Enable eReceipts.
Things to Note:
- eReceipts are not generated for certain categories, like lodging.
- Missing or incorrect category data may prevent eReceipts from being applied.
- Manually re-categorizing an expense can invalidate an existing eReceipt.
FAQ
Are Company Cards Limited by Plan?
Yes, below is a breakdown:
- On the Collect plan, you can connect one commercial or direct feed.
- The Control plan supports unlimited card connections.
- The Expensify Card is available on both plans.
When Do Card Transactions Import?
Transactions import after a card is assigned. Once a purchase posts (typically within 1–3 business days), it will appear in the cardholder’s account.
Note: Pending transactions are not imported.
