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Do we have to direct connect to a bank?

Cmleboeuf
Cmleboeuf Expensify Customer Posts: 3

Do we have to direct connect to a bank in order to successfully use Expensify to organize company credit card receipts for each employee with a different company credit card?

Answers

  • Sheena Trepanier
    Sheena Trepanier Expensify Success Coach - Admin Posts: 1,346 Expensify Team

    @Cmleboeuf - thanks for posting again. You might want to check out my response to your Whitney Bank thread here.

    Since we do not support a direct connection to your Whitney bank, there will be two options available for importing expenses.

    1. Commercial Card Feed - For this option you'll need to reach out to your bank rep and ask them if your bank account qualifies for a commercial feed. If so, you can use one of the two help docs below to get the feed process started. If you qualify for a feed it's the second-best option after using the Expensify Card for real-time expenses and individual card limits for each employee.
      1. Set up a Visa feed here,
      2. Set up a MasterCard feed here,
    2. Spreadsheet upload - This option works similarly to a direct connection in that you are still able to assign expenses to employees based on the card number in the spreadsheet. You will upload a spreadsheet on your own schedule to update employee expenses in Expensify. More on this option here.

    I hope this info is helpful! Feel free to reply here or reach out to me directly from within your account or by emailing [email protected] Cheers!