Setting the Start Date for a Company Card feed

SuzanneK Expensify Customer Posts: 33 Expensify Newcomer
edited August 2018 in Advanced Admin Controls

Expensify pulled in expenses starting Jan 30th. Our statement started Jan 26th. Can I change something to correct this?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    Answer ✓

    Hi @SuzanneK - welcome! It sounds like you're referring to company cards, which are assigned to employees through Domain Control.

    When you assign a card to an employee in Expensify, you're able to set the "Transaction start date". If you set a transaction start date, expenses will be eligible starting on that date, but never before that date.

    If you don't set a start date, we'll import transactions as far back as your bank will send them to us.