Once employees use the Expensify Card, you can easily view and reconcile their transactions from the Reports page in New Expensify.

View Card Transactions by Employee or Company

To view card transactions for a specific employee or for the entire company:

1. Go to the Reports page.
2. Click Filters in the top-right corner.
3. Click Card to filter cards:
   • Select a feed from Card feeds to view expenses from all cards in the feed.
   • Select a card from Individual cards to view expenses from that card.

This view allows you to review all transactions made on the Expensify Card, grouped by employee or feed.

Export Card Transactions by Date

You can export transactions from a specific date range to help with monthly reconciliations:

1. From the Reports page, select Expenses in the left-hand-bar.
2. Select All above the expenses list.
3. Click Filters.
4. Apply the following filters:
   • Card: select the applicable card feed.
   • Posted date: Set the appropriate date range (e.g., posted<2025-02-28 AND posted>2025-02-01)
5. Alternatively, you can enter this directly in the search bar (e.g., type:expense status:all feed:"all in cards" posted<2025-02-28 posted>2025-02-01)
6. Once filtered, click the Export icon in the top-right corner to download the report as a spreadsheet.

Reconcile Card Payments Manually

To align exported card expenses with bank withdrawals:

• Group the posted dates in your spreadsheet by day or month.
• This allows you to match the totals with the amounts withdrawn from your settlement account.

Note: This manual method is currently the best way to reconcile card payments. We’re working on a more streamlined reconciliation tool, but it’s not yet available.

FAQ

Where do I find the Card filter?

On the Reports page:

• Click Filters.
• Click into the Card section.
• Choose a specific card feed or select all feeds to view all transactions.

Can I reconcile card transactions for a custom date range?

Yes. Use the Posted date filter or add the search query directly to the search bar.

Is there a reconciliation tool available?

Not yet. A more automated reconciliation tool is in development, but for now, we recommend using the manual export and filter method.

Where can I learn more about using the Reports page?

Check out Using Reports in New Expensify for more details.