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Introducing improvements to admin control of company cards

Sheena TrepanierSheena Trepanier Posts: 2,070 Expensify Success Coach
edited March 8 in Product Updates

Now that you’ve had a chance to use our new reconciliation dashboard features, we wanted to share some more improvements to the control admins have over company cards.

These improvements center around company card liability, located in the company card section of Domain Control.

Important!

  • There have been no changes to how expenses function when Corporate Liability is selected. These expenses still cannot be deleted by the employee.
  • If you use Corporate Liability and Automatic Statement Reporting together, expenses will still flow onto statement reports and employees will be unable to delete or remove them from the report.

Now for the changes:

  • [NEW!] Personal Liability now grants employees the ability to delete expenses. Please note that deleted expenses are filed away under the cardholder’s deleted expenses filter, and can be restored.
  • [NEW!] Using Personal or Corporate Liability and Scheduled Submit together will give employees the option to move expenses between reports.

If you don’t want employees to be able to delete expenses and you’re currently using Personal Liability, please update your company card liability to Corporate. (below)

Comments

  • JuliaJulia Posts: 142 Expensify Aficionado

    Just curious because I don't think I'm fully understanding, how do these new changes improve admin control of company cards? (assuming we already have corporate liability as we do not want our users deleting corporate credit card transactions).

  • mb2vwmb2vw Posts: 1 Expensify Newcomer

    I have set up a company liability card. I have turned off Automatic Statement Reporting.

    I was very frustrated to see that locked charges were still being automatically entered into an existing expense report. Going to the expense, I was unable to move the charge/expense to my desired report, due to the pull down being "greyed out", not allowing re-selection.

    After much frustration and time wasted, I found that if I go into the report, and select the pencil icon (edit), I was able to remove the locked in expense out of the report and then apply it to a report it needed to go on.

    Can it be fixed that the report can be selected at expense item level?

    Thanks?

  • Jason_Richards_25Jason_Richards_25 Posts: 23 Expensify Newcomer

    @mb2vw did you ever get a response to your comment about locked charges automatically being added to reports?

  • RachCHopkinsRachCHopkins Posts: 952 Expensify Success Coach

    Hi @Jason_Richards_25,

    Just to clarify - an icon which looks like credit card with a padlock icon indicates that a card is importing via Domain Control and is centrally managed.

    Corporate Liability is an optional setting on these cards which goes along with Automatic Statement Reporting and means the charges cannot be moved from the statement report.

    Credit card transactions may also be added to a report automatically due to Scheduled Submit settings.

    As a general rule, as long as Automatic Statement Reporting is not being used in conjunction with Corporate Liability, the expense should be able to be moved from one report to another, including via the drop-down on the expense itself.

    Can you describe the issues you are facing?

  • StephanieL789StephanieL789 Posts: 43 Expensify Newcomer

    If I do not want the employees to be able to delete expenses, but I do want them to be able to move them from one report to another. What settings do I need to have for each of these options. Also, this post shows where corporate / personal liability is set. But I am having a hard time finding where we set Auto Submit.
    Also, my Imported card page does not have the Statement Reporting tab shown in the screen shot above. What am i missing?

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