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Concierge to Assign Corporate Cards

tylerzoll
tylerzoll Approved! Accountant Posts: 430 Expensify Champion

It would be really nice if concierge could watch out for unassigned company cards then ask if you would like to assign the cards to a user. I’ve noticed that on AmEx feeds the name on the card flows through to Expensify, but I don’t think that’s the case with my Visa feed.

It seems that it would be easy for concierge to just say something like “Howdy, I just noticed that you have a new card ending in XXXX for Jon Smith feeding into your account. Would you like to assign this card to him?”

I realize that there are some changes coming to the reconciliation page, but it would also be nice to see balances for any unassigned cards there.

8 votes

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