Assign credit card charges automatically to a policy

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troublemaker
troublemaker Expensify Customer Posts: 4

I have two policies and have three credit cards automatically downloading transactions from the bank. I would like to have Expensify automatically assign charges downloaded from a specific credit card to a specific policy. In other words, assign the credit card to a policy. Is this possible?

Answers

  • Maddy Lewis
    Maddy Lewis Expensify Team, Expensify Student Ambassador Posts: 120 Expensify Team
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    Hi @troublemaker - Yep, this is possible, but only if the cards are assigned at the domain-level, not at the account-level. If cards are assigned at the domain-level (under Settings -> Domains -> Company Cards), you'll have the option to assign a preferred policy to that card under the Settings tab.

    If you end up assigning your cards at the domain-level to utilize that preferred policy feature, you'll just want to un-assign your cards at the account-level (under Settings -> Account -> Credit Card Import) to avoid duplicate transactions.

    Hope that helps!

  • troublemaker
    troublemaker Expensify Customer Posts: 4
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    If it is at the domain level, does that mean that others within my company will also see the expenses from my charge card?

  • Maddy Lewis
    Maddy Lewis Expensify Team, Expensify Student Ambassador Posts: 120 Expensify Team
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    @troublemaker - Once your card is assigned to you at the domain-level, all of your transactions will import into your account. All Domain Admins on your domain and all Policy Admins will have visibility into your imported credit card expenses.

    For clarity, all Policy Admins have visibility into all policy members expenses regardless of how a credit card is connected to a user's account.

  • DaveCWS
    DaveCWS Expensify Customer Posts: 13 Expensify Newcomer
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    We have ~20 company cards being imported to our one domain (one imported Card). We have Scheduled Submit turned on for our policies. The Preferred Policy setting on the Imported Card is set to a specific policy (i.e. our main policy). However, we need for 5 of these ~20 cards/users to have their transactions be reported onto a different policy than the main one. We have these 5 users assigned to (limited to via their domain group) this other policy. There isn't an option of none/blank in the Preferred Policy drop down field.

  • mainspring
    mainspring Expensify Customer Posts: 5 Expensify Newcomer
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    I have this problem too. We have 3 different policies for 3 different companies in Expensify. We need to have transactions from certain cards to to those specific policies. This doesn't seem to work with Expensify because they will only let me assign a default policy at the "imported card" level, which is the bank account where all three company cards sync with Expensify.

    Is there PLEASE a fix for this?


  • Al Garces
    Al Garces Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 43 Expensify Team
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    @mainspring - It sounds like all these employees are under the same domain, but their expenses associate with different Policies (companies). If yes, you can leave the Company Card level policy as No Preference and use Domain Groups. Within Domain Groups, you can assign employees and then input their default policy.

    If you have more questions, reach out to Concierge. Our team can provide more feedback regarding Groups.