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Copy file name to clipboardExpand all lines: docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md
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@@ -9,7 +9,8 @@ Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manag
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**The Expensify Card offers powerful spend control tools, including:**
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- Unlimited virtual cards
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- Individual monthly or fixed spend limits
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- Individual Smart, Monthly, Fixed, or Single-use spend limits
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- Optional expiration dates for time-bound spending
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- Custom names for easier categorization
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- Spend restrictions by employee and merchant
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- Real-time visibility and cash back rewards
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1. From the left-hand menu, select **Settings > Workspaces > [Workspace Name] > More features**
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2. Under **Spend**, toggle on **Expensify Card**
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@@ -37,7 +38,7 @@ Link a U.S. business bank account to pay the card balance:
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2. Click **Issue new card**
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3. Choose an existing account or [add a new bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) as the settlement account.
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@@ -49,15 +50,23 @@ You can issue virtual or physical cards to employees:
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2. Click **Issue new card**
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3. Select the employee
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4. Choose **Virtual** or **Physical**
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5.Pick a limit type:
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5.Choose a limit type:
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-**Smart limit**: Spend up to a threshold before needing approval
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-**Monthly limit**: Capped monthly spend
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-**Fixed limit**: One-time cap, card closes when reached
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-**Monthly limit**: Limit renews monthly
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-**Fixed limit**: Spend until the limit is reached
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-**Single-use (virtual only)**: Expires after one transaction
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6. Enter the spending limit
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7. Name the card for easier tracking
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8. Click **Issue card** to confirm
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7. (Optional for virtual cards) Toggle **Set expiration date** to define:
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-**Start date**
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-**End date**
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-**When enabled:** Both dates are required. The card activates at 12:00 AM local time on the Start date and expires at 11:59 PM local time on the End date.
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-**When disabled:** The card does not expire automatically.
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8. Name the card for easier tracking
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9. Click **Issue card** to confirm
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- Deactivation
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4. To change the linked bank account or update settlement frequency, click **Settings**.
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If a Single-use card completes its first successful transaction, it automatically deactivates.
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If a card reaches its expiration date, it automatically deactivates and declines new transactions.
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-**Pending expenses:** Large, unprocessed purchases temporarily reduce your spending capacity.
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-**Processing settlements:** Until the previous cycle settles, your limit adjusts dynamically.
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## What is a Single-use Expensify Card?
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A Single-use virtual card automatically deactivates after its first successful authorization. It's ideal for one-time purchases like flights, vendor payments, or event registration.
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## What happens when a card reaches its expiration date?
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The card automatically deactivates at 11:59 PM local time on the selected End date and declines new transactions.
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