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Deep Dive: Day 1 with the Expensify Card

Matt MooreMatt Moore Expensify Customer, Expensify Team Posts: 68 Expensify Team
edited July 27 in Deep Dive Docs

This post is for cardholders who have received their new Expensify Card. If you're looking to apply for the card, visit here!

Oh my goodness, you’ve received your Expensify Card! It’s shiny, it’s beautiful and it means you won’t need to front your expenses anymore! (Among a host of other benefits.) Happy days! 

You’re probably also asking, how does this thing work? Is Ann from Payroll still in charge of topping up my salary with reimbursements? Are my CFO’s company-wide email ultimatums about missing receipts a thing of the past? Will this change my life forever? Well, read on! 

Here’s what you need to do to make use of this game-changing Expensify feature.

  1. Activate — Now that the card is in your hands, activate it in your Expensify account by entering the last four digits into the card activation Inbox task.

  2. Enable Notifications — Make sure you’ve downloaded the Expensify app on your phone, and you have Expensify push notifications switched on. Your card is linked to your company Expensify account, and you’ll be notified every time you make a purchase via push notification!

  3. Spend on the Card — Make your purchase as you would with any other card. Once your Expensify Card is swiped, check your phone. Via a push notification, you’ll be prompted to SmartScan the receipt for the purchase you just made, or Concierge will generate an eReceipt for you. Our eReceipts are IRS-compliant, and offer more coverage than any other provider in the world as nearly 9 out of 10 purchases will have an eReceipt

  4. Submit your Report — You have been assigned an Unapproved Expense Limit by your company admin. This means that you’ll need to get your expenses approved to regain your expense limit. E.g. A $1,000 unapproved expense limit will mean that a card can have up to $1,000 of unreported, Open or Processing expenses at a time. Your policy rules are set by your company admin, so you should reach out to them about getting expenses approved.

  5. Relax — That’s it! You’ll be able to report and submit expenses created on your Expensify Card as you would for any other card in Expensify. 

If you have any more questions, email [email protected] or open a chat in-app. Happy Expensifying!

Have a question or want to know more? Start a discussion here!

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