Deep Dive: Is the bank/credit card import option right for me?
Ariel Green
Expensify Team, Expensify Student Ambassador Posts: 111 Expensify Team
If you need to directly import your personal card/bank transactions into your Expensify account to match with your receipts and Expensify supports your bank, then this might be a great option for you!
Note: If you have a company-assigned corporate card, you will want to check with an Expensify admin at your company regarding how these cards should be used. Often, admins will assign the card to you. In this case, you would not import it yourself.
Importing your card/bank via Account Settings will:
Have a question or want to know more? Start a discussion here!
Note: If you have a company-assigned corporate card, you will want to check with an Expensify admin at your company regarding how these cards should be used. Often, admins will assign the card to you. In this case, you would not import it yourself.
Importing your card/bank via Account Settings will:
- Allow your bank/card transactions to flow into your Expensify account. These will merge with any SmartScanned expenses in the account.
- Generate IRS-compliant eReceipts, assuming your Policy Admin has enabled this feature.
Have a question or want to know more? Start a discussion here!
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