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[no QA] Create Set-up-the-Expensify-Card.md #46602
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docs/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card.md
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--- | ||
title: Set up the Expensify Card | ||
description: How to set up the Expensify Card on your workspace | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
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{% include info.html %} | ||
You must be a Workspace Admin to complete this process. | ||
{% include end-info.html %} | ||
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The Expensify Visa® Commercial Card is available on all USD workspaces. It provides tools to manage employee spending, including: | ||
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- Unlimited virtual cards | ||
- Controlled spending amounts on virtual cards to manage subscriptions | ||
- Tighter controls for managing spend across employees and merchants | ||
- Fixed or monthly spend limits for each card | ||
- Unique naming for each virtual card for simplified expense categorization | ||
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To enable and issue Expensify Cards for your workspace, complete the steps below. | ||
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# Step 1: Enable Expensify Cards | ||
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1. Click your profile image or icon in the bottom left menu. | ||
2. Scroll down and click **Workspaces** in the left menu. | ||
3. Select the workspace you want to enable Expensify Cards for. | ||
4. Click **More features** in the left menu. | ||
5. Under the **Spend** section, enable the Expensify Card toggle. | ||
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{:width="100%"} | ||
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# Step 2: Select a bank account | ||
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Before you can issue your Expensify Cards, you must connect your cards with the bank account that will be used to pay balances on the cards. | ||
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1. Click **Expensify Card** in the left menu. | ||
2. Click **Issue new card**. | ||
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{:width="100%"} | ||
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3. Select an existing bank account from the list, or follow the steps to add a new one. | ||
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# Step 3: Issue cards | ||
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You can issue an unlimited amount of physical and/or virtual cards to employees. | ||
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1. Click **Issue card** in the top right. | ||
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{:width="100%"} | ||
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2. Select the employee that you want to issue the card to. | ||
3. Select whether you want to issue a physical or virtual card. | ||
4. Pick a smart, monthly, or fixed limit: | ||
- Smart limits allow spending up to a certain amount before requiring approval. | ||
- Monthly limits allow spending up to a certain amount per month. | ||
- Fixed limits allow spending up to a certain amount before the card is terminated. | ||
5. Enter the limit amount. | ||
6. Add a card name. | ||
7. Click **Issue card** to confirm and issue the card. | ||
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{:width="100%"} | ||
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{% include faq-begin.md %} | ||
**Do you need a specific type of bank account to use the Expensify Card?** | ||
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At this time, the Expensify Card requires a US business bank account opened in the name of a business incorporated in the US. | ||
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**Can I use the Expensify Card across multiple workspaces?** | ||
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You can use the Expensify Card on every workspace you create. However, a settlement account can only be used with the Expensify Card on one workspace. For example, if you’re using the Expensify Card on three workspaces, you need three settlement accounts. | ||
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**Can I issue multiple cards to the same employee?** | ||
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You can issue an unlimited number of both physical and virtual cards to employees. This supports a wide variety of different use cases, ranging from each employee only having one card, to employees having numerous cards for things like individual trips, specific purchases, etc. | ||
{% include faq-end.md %} | ||
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</div> |
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Not complete solution but rather a hack @joekaufmanexpensify @DylanDylann
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This is how it will look: