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New American Express Card Issued for employee

KKesler87KKesler87 Expensify Customer Posts: 5 Expensify Newcomer
edited October 2018 in Advanced Admin Controls

When a new American Express card is issued will it automatically start creating new reports in Expensify, or do we need to notify Expensify with the new AMEX account number?

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,313 Expensify Team

    Hi @KKesler87, great question! Depending on the type of connection you're using in Expensify you'll have a few steps to take.

    If you've connected the company cards via Domain Control > Company Cards using master login credentials, you'll need to update connection to import the new card and assign it to the cardholder.

    If you're assigning card from a commercial feed through Visa, Mastercard or American Express, you'll want to reach out to your bank to have them update the feed to include the new card. Once the bank updates the feed, you'll be able to assign the new credit card to the cardholder.

    If you run into any trouble with the above steps, please reach out to [email protected] with your details so we can help you via email. We do not troubleshoot card import issues in the Community because it nearly always requires account details and we'd never ask you to share that publicly.

    Cheers!

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