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Welcome to New Expensify: a complete re-imagination of financial collaboration, centered around chat. Help us build the next generation of Expensify by sharing feedback and contributing to the code.
https://new.expensify.com
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[HELPDOT PROJECT] Expensify Classic: Articles ready to edit / publish in markdown #43690

Closed maddylewis closed 2 months ago

maddylewis commented 5 months ago

Category: Connect Credit Cards

maddylewis commented 5 months ago

Introduction to company credit cards


---
title: Introduction to Company Credit Cards
description: Overview of using company credit cards in Expensify, including connection methods and key features.
---

# Overview

Using company credit cards in Expensify allows you to streamline expense management by automatically importing and tracking transactions. This ensures accurate expense reporting and simplifies the reconciliation process.

# Types of Connections

Expensify supports three primary methods to connect company credit cards:

1. **Commercial Card Feeds**: Directly import transactions from your credit card provider.
2. **Direct Bank Connections**: Connect your bank account to automatically import transactions.
3. **CSV Imports**: Manually upload transactions using a CSV file.

# Key Features

- **Automatic Transaction Importing**: Saves time and reduces errors by importing transactions directly from your bank or credit card provider.
- **Expense Tracking**: Easily track and categorize expenses for better financial management.
- **Reconciliation**: Match imported transactions with your company's accounting records to ensure accuracy.

Expensify makes it simple to manage company credit cards, whether you're connecting through a commercial card feed, direct bank connection, or CSV import.

For detailed guides on each connection method, refer to our other articles in this series.
maddylewis commented 5 months ago

Setting up company card settings


---
title: Setting Up Company Card Settings
description: Customize your company card configuration in Expensify for efficient expense management.
---

# Overview

After importing your company cards via commercial card feed, direct bank feed, or CSV import, the next step is to configure the cards’ settings.

As a Domain Admin, access the company card settings by navigating to **Settings > Domains > Domain Name > Company Card > Settings**. If you cannot access Domains, request Domain Admin access from the current Domain Admin.

# How to Configure Company Card Settings

1. **Access Settings**
   - Navigate to **Settings > Domains > [Domain name] > Settings**.

2. **Reimbursable Preference**
   - **Force Yes**: All expenses are reimbursable and cannot be changed by employees.
   - **Force No**: All expenses are non-reimbursable and cannot be changed by employees.
   - **Do Not Force**: Expenses default to either reimbursable or non-reimbursable, but employees can adjust if necessary.

3. **Liability Type**
   - **Corporate Liability**: Users cannot delete company card expenses.
   - **Personal Liability**: Users can delete company card expenses.

4. **Preferred Policy**
   - Set a preferred policy for the company card feed to ensure transactions are added to a specific policy report.

# Scheduled Submit with Company Cards

Scheduled Submit automatically handles expense report creation and submission. To enable:

1. Go to **Settings > Policies > Group > Policy Name > Reports > Scheduled Submit**.
2. Toggle **Scheduled Submit** to enable.
3. Choose your desired frequency.

# Connect Company Cards to an Accounting Integration

For connected accounting systems (NetSuite, Xero, Intacct, QuickBooks), follow these steps:

1. Go to **Settings > Domains > Domain Name > Company Cards**.
2. Click **Edit Exports** and select the desired GL account for exporting expenses.

# Export Company Card Expenses

## Pooled GL Account

1. Go to **Settings > Policies > Group > Policy Name > Connections > Accounting Integrations > Configure**.
2. Select **Credit Card / Charge Card / Bank Transaction** as the non-reimbursable export option.
3. Choose the vendor/liability account for exporting expenses.

## Individual GL Account

1. Go to **Settings > Domains > Domain Name > Company Cards**.
2. Click the **Export Settings** cog and select the desired GL account for exporting expenses.

# Additional Information

- **Identifying Transactions**: Transactions appear on the user’s Expenses page with a locked card icon for company card expenses.
- **Importing Historical Transactions**: Expensify imports 30-90 days of historical transactions. For older transactions, use CSV import.
- **eReceipts**: Digital substitutes for paper receipts, generated automatically for transactions under $75 (USD).

### Requirements

- **Subscription Plan**: Group Policy (Collect or Control plan only).
- **Transaction Import Timeframe**: Transactions import once posted to the bank, usually 1-3 business days.

For more detailed guides on connecting your company cards, refer to our other articles in this series.
maddylewis commented 5 months ago

Connect company cards via commercial card feed [EDIT]


### Connect Company Cards via Commercial Card Feed

**Overview**

Connecting company cards via commercial card feed ensures secure and automated import of transactions directly from your financial institution.

**Steps to Connect Company Cards**

1. **Access the Domain Settings**

   Navigate to Settings > Domains > [Domain Name] > Company Cards.

2. **Request a Commercial Card Feed**

   - Contact your bank to request a commercial card feed (Visa, MasterCard, or AMEX).

3. **Provide Bank Information to Expensify**

   Inform your bank to send the feed to Expensify using the following information:
   - Processor Name: Expensify
   - Processor Code: 123456
   - Email: commercialcard@expensify.com

4. **Complete the Connection in Expensify**

   Once the feed is set up by your bank, Expensify will notify you.
   - Go to Settings > Domains > [Domain Name] > Company Cards.
   - Click Add Cards to link the cards from the commercial feed.

**Key Benefits**

- **Automated Imports**: Transactions are automatically imported, reducing manual data entry.
- **Accurate Data**: Ensures accuracy and timeliness of transaction records.
- **Enhanced Security**: Securely transmits transaction data from the bank to Expensify.

**Troubleshooting**

- **Missing Transactions**: Ensure the commercial feed is active with your bank and check for any delays in feed processing.
- **Incorrect Data**: Verify that the card information and processor code provided to the bank are accurate.

This guide should help you set up company cards via a commercial card feed efficiently. If you encounter issues or need further assistance, please contact Expensify support.
maddylewis commented 5 months ago

Request an American Express commercial card feed

maddylewis commented 5 months ago

Request a MasterCard commercial card feed

maddylewis commented 5 months ago

Request a Visa commercial card feed

maddylewis commented 5 months ago

Connect company cards via direct bank connection [EDIT]


### Connect Company Cards via Direct Bank Connection

**Overview**

Connecting your company cards via direct bank connection allows seamless and automatic import of transactions from your bank to Expensify.

**Steps to Connect Company Cards**

1. **Access Domain Settings**

   - Navigate to Settings > Domains > [Domain Name] > Company Cards.

2. **Add Bank Account**

   - Click Add Bank Account.
   - Select your bank from the list. If your bank is not listed, you can add the account manually using the bank's direct connection details.

3. **Authenticate and Connect**

   - Follow the prompts to authenticate and connect your bank account.
   - Enter your banking credentials securely to establish the connection.

4. **Select Cards to Import**

   - Once the bank account is connected, select the specific cards you want to import transactions from.
   - Click Save & Continue.

**Benefits**

- **Automated Transaction Import**: Transactions are imported automatically, reducing manual entry.
- **Real-time Updates**: Transactions are updated in real-time as they post to your bank account.
- **Secure Connection**: Direct bank connections ensure secure transmission of transaction data.

**Troubleshooting**

- **Connection Issues**: Ensure your banking credentials are correct and that your bank supports direct connections.
- **Missing Transactions**: Check if the connection is active and up-to-date, and contact Expensify support if issues persist.

This should cover everything needed to connect your company cards via direct bank connection. If you run into any problems or need further assistance, please reach out to Expensify support.
maddylewis commented 5 months ago

Import transactions via CSV


### Import Transactions via CSV

**Overview**

When direct connections or commercial card feeds aren't available, you can import company card transactions to Expensify using a CSV file.

**Steps to Import Transactions**

1. **Prepare Your CSV File**

   - Ensure your CSV file contains the following columns: Date, Merchant, Amount, and any additional necessary fields.
   - Format the file correctly and save it.

2. **Access Domain Settings**

   - Navigate to Settings > Domains > [Domain Name] > Company Cards.

3. **Import the CSV File**

   - Click Import Transactions.
   - Select the CSV File option and upload your file.

4. **Map CSV Columns**

   - Map the columns from your CSV file to the corresponding fields in Expensify.
   - Confirm the mappings and click Upload.

5. **Review Imported Transactions**

   - Once the import is complete, review the transactions for accuracy.
   - Make any necessary adjustments.

**Tips for a Successful Import**

- **Consistent Formatting**: Ensure dates and amounts are consistently formatted.
- **Include Necessary Fields**: Include all required columns in your CSV file.
- **Check for Duplicates**: Review transactions to avoid duplicates.

**Troubleshooting**

- **Import Errors**: Double-check the CSV formatting and mappings.
- **Missing Transactions**: Ensure all necessary fields are filled out correctly in the CSV file.

This guide provides a step-by-step process for importing company card transactions via CSV, ensuring a smooth and accurate import experience. If you encounter any issues, please contact Expensify support for further assistance.
maddylewis commented 5 months ago

Reconciling company cards

maddylewis commented 5 months ago

Troubleshooting common company card issues

maddylewis commented 5 months ago

Introduction to Personal Credit Cards [EDIT]


### Introduction to Personal Credit Cards

Welcome to the world of personal credit cards, where managing expenses becomes effortless. Whether you're new to using personal credit cards for expense tracking or looking to streamline your financial management, this guide will walk you through the essentials.

**Overview**

Personal credit cards offer a convenient way to track and manage your expenses. By connecting your card to Expensify, you can automate the import of transactions, ensuring seamless integration with your financial records. This article explores how to set up and manage your personal credit card within Expensify, covering everything from initial setup to advanced management options.
maddylewis commented 5 months ago

Connecting Your Personal Card to Expensify [EDIT]


### Connecting Your Personal Card to Expensify

Connecting your personal credit card to Expensify is straightforward and can be done via both web and mobile platforms. This article provides step-by-step instructions for importing your card transactions, ensuring you can effectively monitor and categorize your expenses.

**How to Connect Your Personal Card to Expensify**

**Web Browser Method**

- Log into your Expensify account.
- Navigate to Settings > Account > Credit Card Import.
- Select your bank and enter your online banking credentials.
- Choose the accounts to import and set the transaction start date.
- Update your card to fetch the latest transactions.

**Mobile App Method**

- Access Settings in your Expensify mobile app.
- Follow similar steps as in the web browser method to import your card transactions.
maddylewis commented 5 months ago

Managing Imported Personal Card Transactions [EDIT]


### Managing Imported Personal Card Transactions

Once your personal credit card transactions are imported into Expensify, it's important to understand how to manage and customize them according to your financial needs. This article delves into advanced features such as importing transactions via spreadsheet, adjusting reimbursement settings, and removing cards when necessary.

**Managing Imported Transactions**

- **Importing via Spreadsheet**: Learn how to upload transactions using CSV, XLS, OFX, or QFX formats. Customize mapping and formatting options to ensure accurate import.
- **Adjusting Settings**: Modify how your imported cards appear and set default reimbursement statuses.
- **Removing Cards**: Safely remove cards from Expensify, understanding the implications on unreported transactions.

By breaking down the information into these three articles, readers can easily grasp the process of using personal credit cards with Expensify, from initial setup to advanced management techniques. Each article focuses on specific aspects, providing clarity and detailed instructions tailored to different stages of user interaction with the platform.
maddylewis commented 4 months ago

will update this week

maddylewis commented 2 months ago

chipping away / not a priorty atm