Does Expensify Card daily settlement require expense report approvals?

System

This discussion was created from comments split from: How to: Pay your Expensify Card balance.

George_Hayakawa007

Hello Stephanie. Could you confirm that daily settlement does not require expense report approvals? So, in theory, an approver could wait until the end of the month to approve the Expensify Card transactions. They may need to raise the Unapproved Expense Limit however to avoid employees' cards shutting off. I ask this because I had an Expensify customer who thought he needed to do approvals daily or enable automatic approvals to have daily settlement work. 

Sheena Trepanier

@George_Hayakawa007, great question!  I can confirm, the daily settlement will run without the need for expense report approval. 

Expense report approval will only come into play when considering the unapproved expense limit for a user's card. If a user has a $500 unapproved limit, then that means their card will stop working if the user has $500 worth of unapproved expenses. 

Once expenses are approved, the limit will be updated and the card available for use again.

Mark_Johnson

Does this not make setting a dispute with a seller more difficult?  They have their money without the ability to dispute a fraudulent or errant charge before review?

John Schuster

Great question, @Mark_Johnson! Our dispute process works just like any other card – once you submit the request we review the information and credit your account.

If you find you need to dispute a transaction, you can reach out to [email protected] and let us know which transactions you're disputing. Our team will work directly with you to dispute the transaction.