Are you receiving SNAP/EBT benefits? The campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Concierge to Assign Corporate Cards

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

Gathering use cases · Last Updated