Update your Chase card connection now!

Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach
edited November 7 in Product Updates

Great news -- as part of the ExpensifyApproved! Banks program, we've upgraded our Chase card feed connection with a new API to provide a more reliable connection for our users! Chase users will no longer be required to have Direct Connect enabled or have a Business Checking account to connect their cards to Expensify.  We will be completely removing the old Chase feed on December 6th, so please check out the instructions below on how to transition to the new connection soon.

This includes accounts such as Chase Checking, Chase Consumer Credit Card, Chase Business Credit Car, Chase Overdraft Line of Credit, Chase Business Spend Focus.

Please note that the instructions provided below apply to individual users with personal Chase cards and companies importing their cards via direct bank connection. If your company cards are imported via a CDF or VCF feed no action is required on your end.

Important Step! Before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

Personal Card Import

We encourage you to transition to the new Chase connection before the end of November to avoid any last-minute issues. This way, you can remove this task off your to-do list and enjoy your Thanksgiving holiday!

On the Expensify website navigate to Settings > Your Account > Credit Card Import > Import Card/Bank and choose the Chase connection.


Once successfully synced, make sure to delete your old Chase connection to avoid importing duplicate expenses. Just a quick tip here, before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

Company Card Import

We encourage you to transition to the new Chase connection before the end of November, to avoid any last-minute issues. This way, you can remove this task off your to-do list and enjoy your Thanksgiving holiday!

The following steps can only be completed by a Domain Admin.

On the Expensify website navigate to Settings > Domain Control > Company Cards > Import Card/Bank and choose the Chase connection.

Make sure to start a new connection here (as opposed to "Assign new cards"):

Once the integration is set up you can delete the old Chase connection to avoid importing duplicate expenses. Then assign the individual cards back to users accounts from the Company Cards page.

Just a quick tip here, before deleting your old connection please make sure that all the transactions previously imported to users Expensify accounts are added to reports and submitted. When a card is deleted, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in users' accounts.

Happy expensing!

Comments

  • RI_8806RI_8806 Posts: 12Expensify Customer Expensify Newcomer

    Question - will I likely be dealing with duplicate transactions no matter what? Even if I submit all the reports I can, employees are already working on their next reports. So if I add the new connection now, there will be duplicates correct? But I can't delete the old one until I think they've submitted all their "old" reports?

  • Lisa_64Lisa_64 Posts: 1Expensify Customer

    Question - Can you remove the old feed after January 1, 2020?

    That would make it much easier for expenses for tax purposes (so we don't have to "submit" an expense report for the year by Dec 6.

    Thanks!

  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach

    Hi @RI_8806 I see you have Domain Control enabled and cards importing and assigned to users there, that's perfect! You should set an end date for your users to report expenses. Then on the new connection, select the date after to start the transactions importing -

    Getting a head start on this will allow you to get those expenses reported and new ones flowing! If you are concerned that there still might be some trouble, under the settings tab select "Personal Liability" -

    This will give your user the ability to delete any duplicates.

    Make sure to run the reconciliation report before un-assigning any card.

  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach

    Hi @Lisa_64! We aren't able to adjust the cutoff date. I see you have a unique way you're creating your reports, using the report to classify expenses. It's very organized, I can see how that works well for you.

    Have you considered including tags as well as categories? I don't think you should change your process for 2019, you have too much already complete.

    Typically just keeping reports open for a whole year isn't recommended. They aren't "locked" down until they are in a closed state.

    Combining the use of categories and tags to clearly classify your expenses and adding them to a monthly report is a more recommended process.

    Then, at the end of the year, you are able to easily select all reports for the year in questions and export them to a CSV export, giving you all the details in one report. Check out the attached help page for more details.

    EXPORT CUSTOM REPORTS

    As a workaround for your situation, I would suggest to establish the new connection at the last minute and leave the old connection as well. Since you have your cards connected under the personal connection you won't have trouble deleting duplicates. Finish up the year - if the old connection does continue to pull some transactions, you'll just need to delete them. When January 1st comes - go ahead and make sure to remove the old connection once the reports for 2019 are all closed.

  • DmitriyDmitriy Posts: 4Expensify Customer Expensify Newcomer

    I added a new Chase card connection just yesterday. How can I tell if it is new or old type? I already have some expenses that were imported and associated with receipts. And I can't submit all of them right now for a variety of reasons.

    What will happen if I remove the card now and re-add in a new way. Will it de-associate Card Transaction information from unsubmitted expenses (that had receipts) and then new import will re-merge with them? Or will my expenses just disappear, including receipt photos (for which I no longer have originals - I don't keep them)?

  • DmitriyDmitriy Posts: 4Expensify Customer Expensify Newcomer

    Also, what will happen on Dec 6 if I still have unsubmitted expenses. Will that card connection just stop importing new transaction, or will it forcefull delete expenses?

  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach

    Hi @Dmitriy I did take a look into your account, and both card that are connected are using the old connection.

    Removing the card will disassociate the receipt from the expense. The expense will be removed and the receipt will be listed in your account on the expenses page as an "unknown" merchant with a $0 amount.

    Once you reestablish the connection you'll be able to manually add those receipts to the imported card transaction by selecting them both then the merge option will appear in the upper right area, we won't be able to auto-merge those receipts.

    On December 6th, the card connection will simply stop importing transactions. It will not be totally removed so you will still retain those imported expenses.

  • RI_8806RI_8806 Posts: 12Expensify Customer Expensify Newcomer

    @Stevie LaFortune you mentioned that on 12/6 the old connection will just stop importing transactions. So couldn't we theoretically have the new connection just start importing effective 12/6 and let everyone submit expenses on the old card until then to minimize the risk of duplicates? Honestly there are just so many expenses and users to consider; just worried about the transition being as smooth as possible. I don't think staff are going to remember a cut off date and know what to delete... accounting staff will be tasked with going into everyone's and fixing it.

  • receiptsreceipts Posts: 2Expensify Customer Expensify Newcomer

    Why???

    Important Step! Before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.


    Why delete unsubmitted expenses? I 'might' understand 'unreported' (not really - seems like this could be handled with good programming) - but deleting unsubmitted midyear isn't really acceptable. I have several reports that are only submitted annually.

    Not very user friendly - maybe programmer friendly.....

    @Lisa_64 asks nicely, but I really cant understand how programming cant fix this instead of just cramming it down the user

  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach

    @RI_8806 Yes, you definitely can do that! We encourage users to get this done sooner rather than later to avoid waiting until the last minute and running into any unforeseen issues.

    It wouldn't be a bad idea to set your own card to import right away - make sure transactions import as expect and you don't have any trouble. Then unassign your card (this will remove all the imported transactions from it) and reassign with the December start date.

  • jenthatjenthat Posts: 2Expensify Customer
    Hi there. I am trying to add the new Chase credit card connection & have gone through the process twice. It seems to have worked, but don't see anywhere to assign the "new" cards to my existing users. When I click on "Assign New Cards," I get a pop-up that says "Unfortunately, this bank connection is no longer supported or has been upgraded."
  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach
    Hi @receipts - Submitting expenses weekly and monthly is the best practice for the majority of our users. The standard workflow is to remove any unsubmitted expenses when a credit card is removed. It sounds like you haven't run into a situation that you've needed this - but there are plenty.  A good example is if a card is accidentally assigned to the wrong account/email, they won't be stuck with 90 days worth of expenses that aren't theirs.

    If you have more questions regarding this, please feel free to reach out to [email protected] and we'd be glad to help.
  • jenthatjenthat Posts: 2Expensify Customer
    I just figured it out. I needed to select the "new" account from the drop-down. 
  • Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach
    Hi @jenthat - Exactly - Glad to hear you were able to find that!

    So for anyone else that is having this same trouble - under Domain Control > [Domain Name] Company Card - then Imported Cards, make sure to have the Chase (New and Upgraded) connection selected by clicking on the down arrow next to the connection.

  • bouzo622bouzo622 Posts: 1Expensify Customer Expensify Newcomer
    Hello, I have a question regarding creating a new Chase connection (per the email that the old connection will cease as of Dec 6th). So I went ahead and saved all expenses imported up through 11/15 into Closed Reports. I then went ahead and attempted to create a new Chase card connection. I went through all the steps per the instructions on the email and community forum. I also was able to confirm through the Chase website that indeed Expensify has been connected. BUT, I'm not seeing any "new" cards per se listed in the Credit Card Import section of Expensify. The former Chase account connections are the only once there. Can you please assist and let me know if the new connection will simply start importing expenses through the cards that are already shown there?
  • Corinne OfstadCorinne Ofstad Posts: 5Expensify Team Expensify Success Coach
    @bouzo622 Our customer team would love to help! Could you reach out to [email protected] describing the trouble? We can then take a further look. Thanks so much!
  • Michael_Brooks_2027Michael_Brooks_2027 Posts: 1Expensify Customer
    Will we loose expenses if they are submitted and not approved or in other words "Processing"  There must be a work around so we don't loose expenses.  Please share what it might be.
  • CDayCDay Posts: 1Expensify Customer
    I have updated most of my connections .. only 3 left to move.  However, we have 2 entities (2 policies) under one domain and 2 Chase accounts.  My cardholders activity is not updating unless I go to domain control > assign new card and reestablish each connection and manually update each cardholder.  Never had this problem with the old feed.  How do I correct this issue?  Previously payments were not pulled in as transactions and they are pulling in now.  Can you make that stop - or can I - other than having to have the main account cardholder delete that transaction every time?
  • Sonia LiapounovaSonia Liapounova Posts: 66Expensify Team Expensify Success Coach
    @Michael_Brooks_2027 - you will not lose Processing, Approved, Reimbursed, or Closed expenses! Only Unreported and Open expenses will be removed when a card is removed.

    @CDay - could you please email [email protected]? We can definitely get this one sorted for you, but I think it would be better to do it in a private conversation :)
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