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How-to: Set Up a Direct Bank Connection for Company Cards

Sonia LiapounovaSonia Liapounova Expensify Team Posts: 96 Expensify Team
edited February 25 in How-to Docs

For centrally managed business, corporate or commercial cards:

1. Go to Settings > Domains > [Domain Name] > Company Cards

2. Click Import Card/Bank 

3. Select your card issuer and input the master administrative login credentials

4. You will then be able to assign accounts to cardholders and set a start date from which expenses will appear in their account. Please note most banks only provide a certain amount of historical data, averaging 30-60 days into the past. 

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