How-to: Update company card preferences

Sonia Liapounova

To manage your card settings go to Settings > Domains > [Domain Name] > Company Cards > Settings tab

Reimbursable preference

Here you can control the reimbursable flagging for your employees' company card expenses.

• Force Yes will mark all expenses as reimbursable (i.e. payable back to the employee) and the employee will not be able to change this
• Force No will mark all expenses as non-reimbursable (i.e. not payable back to the employee) will not be able to change this
• Do Not Force will default expenses to either reimbursable or non-reimbursable (whichever you select) but will allow employees the ability to change if needed.

Liability type

• Corporate liability: Users are not allowed to delete company card expenses
• Personal liability: Users are allowed to delete company card expenses

Settings or changes to these settings will apply only to expenses imported after the date the setting is saved. The setting will not be retroactive.

Preferred Policy

This setting assigns this feed's expenses to a report on the selected policy. This can be convenient when your users are on multiple policies and need to make sure to report their company card expenses to a particular policy.

Related articles:

• How-to: Assign and Unassign Company Cards
• How-to: Update company cards