Expensify Card: How to check and edit employee card limits
STML
Expensify Customer Posts: 11 Expensify Newcomer
I tried to set custom limits for each member of my small team.
However, now I am unable to see who has what limit as the system has entered into the "processing phase" and is waiting for staff to submit their mailing addresses.
How do I:
1) Stop the processing phase;
2) Check the limits assigned to each member; and
3) Make edits to the limits if needed?
However, now I am unable to see who has what limit as the system has entered into the "processing phase" and is waiting for staff to submit their mailing addresses.
How do I:
1) Stop the processing phase;
2) Check the limits assigned to each member; and
3) Make edits to the limits if needed?
Answers
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Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 268 Expensify TeamHappy to help, @STML! The Expensify Card settings can be adjusted in the web app at Settings > Domains > [Domain Name] > Company Cards.
On this page, you'll be able to:
• View the status of a card by hovering over the 'Waiting to ship' or 'Waiting for activation' grey box.
• Adjust the limit for each cardholder by clicking Edit Limit.
• Adjust the limit to $0 to prohibit the card from being shipped (if in a 'Waiting to ship' state) or activated (if in a 'Waiting for activation' state).
In terms of 'stopping the processing phase,' can you tell me a little more about what you'd like to do so I can help? I look forward to hearing from you!
