How can I import company credit card transaction to individual employees?
I am new to Expensify, but I have been tasked with importing company credit card information for multiple cardholders. We are trying to have better control over our company credit card. I do not need a lesson on how to upload the company card data (we prefer upload CSV file).
I am the administrator in Expensify, and I will be uploading all the company card transactions. The transactions will need to be reviewed and coded by several separate cardholders/employees.
If I import all the transactions will they all be assigned to me? I would like to be able to push the transactions for a company cardholder to their Expensify account for review and coding.
How can I upload company credit card information which is forwarded to the individual cardholder for review and coding?
Answers
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Cards can be assigned from Settings > Domains > [Domain Name] > Company Cards. Cards will be available to assign to users based on the start date you provided to the bank. Please note that cards will become available to assign in the drop-down menu once they are activated and have at least one posted transaction after the set start date. Spreadsheet import is an option too, which you can learn more about here.
I'd highly recommend watching the Company Card training, as this video specifically goes into the detail on company card import and reconciliation. You'll be able to learn about the best practices for managing corporate cards in Expensify.
If you need further assistance getting your company cards set up you can schedule a call with an Expensify Guide to walk you through company card configurations.
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This response does not apply to the question submitted. The user specified that the transactions are being imported via .CSV file not via a feed from a bank.
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@BrettB - Thanks for highlighting that the first part of my response may not be applicable. Spreadsheet import is an option, an admin can import a CSV of expenses then assign cards via Domains.
