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

Sonia LiapounovaSonia Liapounova Expensify Team Posts: 136 Expensify Team
edited October 2020 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 

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. 

Related articles:

Sign In or Register to comment.