Company Card Admin Webinar Q&A — April 18, 2019

Katie OswaltKatie Oswalt Posts: 84Expensify Success Coach - Admin Expensify Success Coach

Today’s recording is here and the guide is here.

Cards

When importing company credit cards, is there a way to configure the start date for importing?

Yep, great question! When assigning company cards, there will be a date selector where you can choose when to start importing transactions.

If you have already imported, but did not select the desired dates when assigning, do you need to reimport?

Yes, you will need to remove the cards and then re-import. This time, just make sure to select the correct date so that you aren't importing any transactions before that desired date.

If we have two cards for two different entities, would we need a domain for each entity?

Your entities would be separated by different policies and not by domain. You can have multiple card feeds per domain.

General

Can you require employees to upload receipts?

Yes, this will be set up in your policy settings via Settings > Policies > [Select policy name] > Expenses

Can you add another layer of granularity in addition to the account type (i.e. department, location)?

Absolutely! These would be set up using "tags". This article can help you set this up: Policy Tags

Can we hide expense categories for different users / groups?

No, as long as an employee belongs to a policy, they will be able to see all the categories for the policy they are a part of. If you need different categories for different sets of users, you will want to create additional policies that include the list of categories appropriate for the members in each.

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