Do we have to direct connect to a bank?
Options
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
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptions@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.
- 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.
- 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 concierge@expensify.com. Cheers!
