Skip to content

Commit ba5b420

Browse files
Merge pull request #84862 from Expensify/claude-updateExpensifyCardDocs
2 parents 6c41212 + 84efa81 commit ba5b420

9 files changed

Lines changed: 32 additions & 12 deletions

docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md

Lines changed: 32 additions & 12 deletions
Original file line numberDiff line numberDiff line change
@@ -9,7 +9,8 @@ Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manag
99
**The Expensify Card offers powerful spend control tools, including:**
1010

1111
- Unlimited virtual cards
12-
- Individual monthly or fixed spend limits
12+
- Individual Smart, Monthly, Fixed, or Single-use spend limits
13+
- Optional expiration dates for time-bound spending
1314
- Custom names for easier categorization
1415
- Spend restrictions by employee and merchant
1516
- Real-time visibility and cash back rewards
@@ -25,7 +26,7 @@ To turn on Expensify Cards for your workspace:
2526
1. From the left-hand menu, select **Settings > Workspaces > [Workspace Name] > More features**
2627
2. Under **Spend**, toggle on **Expensify Card**
2728

28-
![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_01.png){:width="100%"}
29+
![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_01.png){:width="100%"}
2930

3031
---
3132

@@ -37,7 +38,7 @@ Link a U.S. business bank account to pay the card balance:
3738
2. Click **Issue new card**
3839
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.
3940

40-
![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"}
41+
![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_02.png){:width="100%"}
4142

4243
---
4344

@@ -49,15 +50,23 @@ You can issue virtual or physical cards to employees:
4950
2. Click **Issue new card**
5051
3. Select the employee
5152
4. Choose **Virtual** or **Physical**
52-
5. Pick a limit type:
53+
5. Choose a limit type:
5354
- **Smart limit**: Spend up to a threshold before needing approval
54-
- **Monthly limit**: Capped monthly spend
55-
- **Fixed limit**: One-time cap, card closes when reached
55+
- **Monthly limit**: Limit renews monthly
56+
- **Fixed limit**: Spend until the limit is reached
57+
- **Single-use (virtual only)**: Expires after one transaction
5658
6. Enter the spending limit
57-
7. Name the card for easier tracking
58-
8. Click **Issue card** to confirm
59+
7. (Optional for virtual cards) Toggle **Set expiration date** to define:
60+
- **Start date**
61+
- **End date**
62+
- **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.
63+
- **When disabled:** The card does not expire automatically.
64+
8. Name the card for easier tracking
65+
9. Click **Issue card** to confirm
5966

60-
![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"}
67+
![Choose a Smart limit type]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_03.png){:width="100%"}
68+
69+
![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_04.png){:width="100%"}
6170

6271
---
6372

@@ -74,11 +83,14 @@ You can issue virtual or physical cards to employees:
7483
- Deactivation
7584
4. To change the linked bank account or update settlement frequency, click **Settings**.
7685

77-
![Click Expensify Card in the left menu to see a list of cards]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_05.png){:width="100%"}
86+
![Click Expensify Card in the left menu to see a list of cards]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_05.png){:width="100%"}
87+
88+
![Click the card row to view the card details and make settings adjustments]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_06.png){:width="100%"}
7889

79-
![Click the card row to view the card details and make settings adjustments]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_06.png){:width="100%"}
90+
![Click Settings to adjust the settlement account or frequency]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_08.png){:width="100%"}
8091

81-
![Click Settings to adjust the settlement account or frequency]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_07.png){:width="100%"}
92+
If a Single-use card completes its first successful transaction, it automatically deactivates.
93+
If a card reaches its expiration date, it automatically deactivates and declines new transactions.
8294

8395
---
8496

@@ -112,3 +124,11 @@ The limit is the maximum combined spending limit for all Expensify Cards in your
112124
- **Pending expenses:** Large, unprocessed purchases temporarily reduce your spending capacity.
113125
- **Processing settlements:** Until the previous cycle settles, your limit adjusts dynamically.
114126

127+
## What is a Single-use Expensify Card?
128+
129+
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.
130+
131+
## What happens when a card reaches its expiration date?
132+
133+
The card automatically deactivates at 11:59 PM local time on the selected End date and declines new transactions.
134+
218 KB
Loading
239 KB
Loading
213 KB
Loading
225 KB
Loading
205 KB
Loading
213 KB
Loading
211 KB
Loading
158 KB
Loading

0 commit comments

Comments
 (0)