Workspace admins can easily manage the company card settings at the workspace level. This guide walks you through adjusting the settings, exporting transactions to your accounting system, and enabling eReceipts for efficient expense tracking.

Managing Company Card Settings

To make changes to the settings:

1. Go to Settings > Workspaces > [Workspace Name] > Company cards.
2. Click Settings, where you can:
   • Change the name of the company card connection.
   • Adjust whether cardholders can delete transactions (changes to this setting only apply to new card transactions).
   • Remove the card connection (removing the connection unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts).

Exporting Transactions to an Accounting System

If you’ve connected accounting software (e.g., QuickBooks, NetSuite, Xero), you can export card transactions to either:

• A central account (default setting).
• Separate individual accounts.

Exporting to a Central Account

To adjust the export type for the central account head to Settings > Workspaces > [Workspace Name] > Accounting > Connections > Export > Export company card expenses as.

Exporting to Individual Accounts

1. Go to Settings > Workspaces > [Workspace Name] > Company cards.
2. Click an assigned card to open the Card details page.
3. Select an individual card account manually to override the central export account.

   • If left as Default card, the central account is used.

     Using eReceipts

     Expensify provides eReceipts as digital substitutes for paper receipts, eliminating the need for SmartScanned physical receipts. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct credit card connections.

To enable eReceipts:

1. Go to Settings > Workspaces > [Workspace Name] > More features, and enable Rules.
2. Navigate to Rules, and enable eReceipts.

Note:

• eReceipts are not generated for some expense categories, such as lodging.
• Incomplete or inaccurate category information from some banks or re-categorizing expenses may invalidate eReceipts.

FAQ

Are company cards limited to a certain plan?

Yes, company cards are limited to the Control plan. However, the Expensify Card is available on both the Collect and Control plans.

When do card transactions import into Expensify?

Card transactions start importing after a card is assigned. Expensify imports transactions as soon as they post, typically within 1-3 business days. Pending transactions will not appear in your account.