From c715826696add32158740fb69f298d2e004c5488 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 24 Jan 2025 14:00:10 -0500 Subject: [PATCH 1/4] Update and rename Request-the-Card.md to Request-the-Expensify-Card.md https://github.com/Expensify/Expensify/issues/460782 --- .../expensify-card/Request-the-Card.md | 51 ----------- .../Request-the-Expensify-Card.md | 88 +++++++++++++++++++ 2 files changed, 88 insertions(+), 51 deletions(-) delete mode 100644 docs/articles/expensify-classic/expensify-card/Request-the-Card.md create mode 100644 docs/articles/expensify-classic/expensify-card/Request-the-Expensify-Card.md diff --git a/docs/articles/expensify-classic/expensify-card/Request-the-Card.md b/docs/articles/expensify-classic/expensify-card/Request-the-Card.md deleted file mode 100644 index 1272cbd1f117..000000000000 --- a/docs/articles/expensify-classic/expensify-card/Request-the-Card.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Request the Card -description: Details on requesting the Expensify Card as an employee ---- -_Note: The Expensify Card is currently only available to companies that have:_ -_- A US Bank Account_ -_- US documentation_ -_- A private email domain i.e. we cannot provision Expensify cards for users with gmail.com, hotmail.com, yahoo.com etc_ - -To start using the Expensify Card, do the following: -1. **Enable Expensify Cards:** An admin must first enable the cards. Then, an admin can assign you a card by setting a limit, which allows access to the card. -2. **Request the Card:** - - If you haven’t been assigned a limit, look for the task on your account’s homepage that says, “Ask your admin for the card!” - - Completing that task will send an in-product notification to your admin team that you requested the card. - - Once you’re assigned a card limit, you’ll receive an email notification. Click the link in the email to provide your shipping address on your account’s homepage. - - Enter your address, and the physical card will be shipped within 3-5 business days. -3. **Activate the Card:** When your physical card arrives, activate it in Expensify by entering the last four digits of the card in the activation task on your homepage. - -### Virtual Cards -Once you've been assigned a limit, a virtual card is available immediately. You can view its details via _**Settings > Account > Credit Card Import > Show Details**_. - -To protect your account and card spend, enable two-factor authentication under _**Settings > Account > Account Details**_. - -### Notifications -- Download the Expensify mobile app and enable push notifications to stay updated on your card’s limit and spending. -- Each transaction triggers a push notification. -- You’ll also get notifications for potentially fraudulent activity, allowing you to confirm or dispute charges. - -## Request a Replacement Expensify Card -### If the card is lost, stolen, or damaged Card: - - Go to _**Settings > Account > Credit Card Import** and click **Request a New Card**_. - - Confirm your shipping information and complete the prompts. The new card will arrive in 2-3 business days. - - Selecting “lost” or “stolen” deactivates your current card to prevent fraud. Choosing “damaged” keeps the current card active until the new one arrives. - - If you can’t access the website or app, call 1-877-751-5848 (US) or +44 808 196 0632 (Internationally) to cancel your card. - -### If the card is expiring -- If your card is about to expire, Expensify will notify you via your account’s Home (Inbox) tab. -- Enter your address if it has changed; otherwise, do nothing, and the new card will ship to your address on file. -- The new card will have a unique number and will not be linked to the old one. - -{% include faq-begin.md %} - -## What if I haven’t received my card after multiple weeks? - -Reach out to support, and we can locate a tracking number for the card. If the card shows as delivered, but you still haven’t received it, you’ll need to confirm your address and order a new one. - -## I’m self-employed. Can I set up the Expensify Card as an individual? - -Yep! As long as you have a business bank account and have registered your company with the IRS, you are eligible to use the Expensify Card as an individual business owner. - -{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expensify-card/Request-the-Expensify-Card.md b/docs/articles/expensify-classic/expensify-card/Request-the-Expensify-Card.md new file mode 100644 index 000000000000..52ffec9f716e --- /dev/null +++ b/docs/articles/expensify-classic/expensify-card/Request-the-Expensify-Card.md @@ -0,0 +1,88 @@ +--- +title: Request the Expensify Card +description: Learn how to request, activate, and manage the Expensify Card, including virtual card setup, replacement procedures, and eligibility requirements. +--- + +This guide provides details on how you and your employees can request and use the Expensify Card. + +# Requirements for the Expensify Card + +The Expensify Card is currently available only to companies that meet the following criteria: +- **US Bank Account** +- **US Documentation** +- **Private Email Domain**: We cannot provision Expensify Cards for users with public domains like gmail.com, hotmail.com, yahoo.com, etc. + +--- +# Steps to Request the Expensify Card + +## 1. Enable Expensify Cards (Admin Action) +- An admin must first enable the cards. +- The admin will assign you a card by setting a spending limit and granting access to the card. + +## 2. Request the Card +If a card limit hasn’t been assigned to you, look for the task on your account homepage that says: **"Ask your admin for the card!"** +- Completing this task sends an in-product notification to your admin team requesting the card. +- Once assigned a card limit, you’ll receive an email notification. Follow these steps: + 1. Click the link in the email. + 2. Provide your shipping address on your account homepage. + 3. Submit the address to have your physical card shipped within **3-5 business days**. + +## 3. Activate the Card +When the physical card arrives, activate it by: + - Entering the last four digits of the card in the activation task on your account homepage. + +--- +# Virtual Cards + +- Virtual cards are available immediately once a spending limit is assigned. +- To view your virtual card details, go to: + **Settings > Account > Credit Card Import > Show Details**. + +## Security Tip +[Enable two-factor authentication](https://help.expensify.com/articles/expensify-classic/settings/Enable-two-factor-authentication) to secure your account and card spend: +1. Navigate to **Settings > Account > Account Details** +2. Under the Account Details tab, find the Two-Factor Authentication section, and switch on the toggle + +--- +# Notifications +Download the Expensify mobile app and enable push notifications to stay updated on: + - Card spending limits + - Transactions + - Potentially fraudulent activity + +--- +# Request a Replacement Expensify Card + +## Lost, Stolen, or Damaged Cards +1. Go to **Settings > Account > Credit Card Import** and click **Request a New Card**. +2. Confirm your shipping information and complete the prompts. +3. Replacement Timeline: + - **Lost or Stolen**: The current card is deactivated immediately to prevent fraud. + - **Damaged**: The current card remains active until the replacement arrives. +4. A new card will arrive within **2-3 business days**. + +**Alternative: Contact Support** +If you can’t access the website or app: +- Call **1-877-751-5848** (US) or **+44 808 196 0632** (International) to cancel the card. + +## Expiring Cards +- Expensify notifies you via the **Home (Inbox)** tab when your card is nearing expiration. +- If your address has changed, update it to receive the new card. +- Otherwise, the card will ship automatically to your address on file. + +**Important**: The new card will have a unique number and won’t be linked to the old one. + +--- +# FAQ + +## What if I haven’t received my card after multiple weeks? +- Reach out to support for a tracking number. + +- If the card is marked as delivered but not received: + - Confirm your address. + - Order a replacement card. + +## I’m self-employed. Can I set up the Expensify Card as an individual? +Yes! If you have a business bank account and IRS registration for your company, you can use the Expensify Card as an individual business owner. + +--- From ef14ec11b6b7b0f02349a4dd254549e9c7064c6a Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Fri, 24 Jan 2025 14:23:53 -0500 Subject: [PATCH 2/4] Update redirects.csv added redirect bc title update --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index 3c0d3bcc9099..2911b0662448 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -621,3 +621,4 @@ https://help.expensify.com/articles/expensify-classic/connect-credit-cards/compa https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Troubleshooting,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Company-Cards/ https://help.expensify.com/articles/new-expensify/expensify-card/Upgrade-to-the-new-Expensify-Card-from-Visa,https://help.expensify.com/new-expensify/hubs/expensify-card/ https://help.expensify.com/articles/new-expensify/expensify-card/Dispute-Expensify-Card-transaction,https://help.expensify.com/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions +https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card,https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card From 9820af401b8ad0b00cb20c03d6c1a28981db8c56 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 27 Jan 2025 10:36:11 -0500 Subject: [PATCH 3/4] Update redirects.csv fixing dupe redirect --- docs/redirects.csv | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/redirects.csv b/docs/redirects.csv index 92ba8e81c428..724c6346d96d 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -623,5 +623,4 @@ https://help.expensify.com/articles/new-expensify/expensify-card/Upgrade-to-the- https://help.expensify.com/articles/new-expensify/expensify-card/Dispute-Expensify-Card-transaction,https://help.expensify.com/articles/new-expensify/expensify-card/Disputing-Expensify-Card-Transactions https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card,https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Expensify-Card https://help.expensify.com/articles/expensify-classic/settings/Change-or-add-email-address,https://help.expensify.com/articles/expensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify -https://help.expensify.com/articles/expensify-classic/settings/Change-or-add-email-address,https://help.expensify.com/articles/expensify-classic/settings/Managing-Primary-and-Secondary-Logins-in-Expensify https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Direct-Bank-Connections,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Company-Cards From c8abf4753346174ed43b5a39f85cebab6c4f0766 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 27 Jan 2025 10:46:50 -0500 Subject: [PATCH 4/4] Update redirects.csv --- docs/redirects.csv | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/docs/redirects.csv b/docs/redirects.csv index 724c6346d96d..81dc9a9a3129 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -61,7 +61,7 @@ https://community.expensify.com/discussion/4343/expensify-anz-partnership-announ https://community.expensify.com/discussion/7318/deep-dive-company-credit-card-import-options,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards https://community.expensify.com/discussion/2673/personalize-your-commercial-card-feed-name,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Commercial-Card-Feeds https://community.expensify.com/discussion/6569/how-to-import-and-assign-company-cards-from-csv-file,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import -https://community.expensify.com/discussion/4714/how-to-set-up-a-direct-bank-connection-for-company-cards,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections +https://community.expensify.com/discussion/4714/how-to-set-up-a--connection-for-company-cards,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Direct-Bank-Connections https://community.expensify.com/discussion/5366/deep-dive-troubleshooting-credit-card-issues-in-expensify,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Troubleshooting https://community.expensify.com/discussion/9554/how-to-set-up-global-reimbursemen,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/Global-Reimbursements https://community.expensify.com/discussion/4463/how-to-remove-or-manage-settings-for-imported-personal-cards,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/Personal-Credit-Cards @@ -612,7 +612,6 @@ https://help.expensify.com/articles/expensify-classic/expenses/Apply-Tax,https:/ https://help.expensify.com/articles/expensify-classic/workspaces/Tax-Tracking,https://help.expensify.com/articles/expensify-classic/workspaces/Track-Taxes https://help.expensify.com/articles/new-expensify/travel/manage-travel-member-roles,https://help.expensify.com/articles/new-expensify/travel/Manage-Travel-Member-Roles https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Personal-Credit-Cards,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Personal-Credit-Cards -https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Direct-Bank-Connections,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/ https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/CSV-Import,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Company-Cards/ https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Commercial-Card-Feeds,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Connect-Company-Cards/ https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Company-Card-Settings,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/Configure-Company-Card-Settings/