Admin importing cards for employees?

Can admin add credit card transactions for a specific employee for reporting?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 2,113 Expensify Success Coach

    Hi @SarahLawrenceCLA, good question. To clarify, are you asking if an admin can add expenses to a report on behalf of another employee?

    If so, the answer will depend on the way the credit card is connected to Expensify. If the credit card was connected via Settings > Domain Control > Company Cards, any domain admin can use the Reconciliation Dashboard to report expenses on behalf of the cardholder. You can learn more about this in our Help Center here.

    If the credit card is connected as a personal connection, meaning the employee set it up via their Settings > Your Account > Credit Card Import tab, then the employee will need to add the expenses to a report before you have access to them. The one caveat here is if you have Copilot access to the employee's account. As a Copilot, you can take any actions in the employee's account that they can.

    I hope this information helps!

  • I am needing to import transactions as expenses and the employee needs to create them in to a report. Will Copilot access allow this?

  • Sheena TrepanierSheena Trepanier Posts: 2,113 Expensify Success Coach

    @SarahLawrenceCLA, that is correct. As a Copilot, you can create expenses and reports, submit them, and even approve them if the individual you're Copilot for needs to approve reports.

    I'd recommend taking a look at our complete Copilot guide which can be found in our Help Center here.

    Cheers!

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