Multiple Company Cards for multiple policies hooked up through one Domain

EByer

I have a client that operates through 3 separate QBO companies, so they need 3 separate policies in Expensify. My question pertains to their corporate credit cards that will need to be hooked up through domain control. Their users have credit cards with each company but only have 1 email address, so all the credit cards need to be hooked up through 1 Domain control. Is it possible to have credit cards for 3 different policies and QBO companies all connected within 1 domain?

Rachael Hopkins

Hi @EByer yes absolutely - the cards can be reported on any Policy.

BUT it will mean that you can't restrict the user to one Policy via Domain Control, and you won't want to use Scheduled Submit because this will put everything on one report.

So essentially, the process for the users might be a little more manual where they will need to ensure the right card expenses go on the right report/policy. In saying this, they can easily filter by card on the expenses page, and add to a report in bulk.

EByer

Thanks so much @RachCHopkins

michaelwh12

If an employee has three cards, is there a way to map each card to a single policy so that the manual need is minimal?

Lauren Schurr

Good question, @michaelwh12! If these cards are all coming in from one account/feed, there won't be a way to set a preferred policy for each. If expenses from these cards need to be reported on different policies, the user will need to manually move them around. Let me know if you have any other questions!