{"id":786,"date":"2019-07-02T12:34:30","date_gmt":"2019-07-02T11:34:30","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=786"},"modified":"2019-07-02T12:53:18","modified_gmt":"2019-07-02T11:53:18","slug":"expensifycreditcard","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/expensifycreditcard\/","title":{"rendered":"Setting up Corporate Credit Cards in Expensify"},"content":{"rendered":"

Corporate Credit Card vs personal Credit Card<\/h3>\n

Corporate Credit Cards can be configured at the company level, providing auto-matching etc. With personal credit cards you setup a feed but most people just scan in their receipts like cash expenses. This article is about setting up Corporate Credit Cards only.<\/p>\n

Users – Policies – Domains<\/h3>\n

In Expensify individual users register with Expensify.<\/p>\n

Companies need to setup one or more Policies and you can then invite Expensify Users to join you Policy<\/p>\n

Each company can then setup a single Domain which allows configuration of Corporate Credit Cards<\/p>\n

Setting up your Corporate Credit Card<\/h3>\n

Full details are available on the Expensify website:\u00a0https:\/\/docs.expensify.com\/en\/articles\/1865612-company-cards-import-via-commercial-card-feed<\/a> but here is a brief overview<\/p>\n

    \n
  1. Users need to register their email with Expensify<\/li>\n
  2. You Policy Admin needs to invite the Users to your Policy<\/li>\n
  3. Choose one Domain Admin to setup your Domain (eg alpha-index.co.uk) in Expensify – this requires you to prove you own the domain<\/li>\n
  4. Get in touch with your bank and have them allow Expensify to access your card details – some banks are very easy, some difficult, and some just won’t do it.<\/li>\n
  5. Submit the key information supplied by your bank to Expensify – Expensify will then connect your Domain to the Credit Card Account<\/em><\/li>\n
  6. Through Domain Admin, make sure the Company Cards setting has ‘Reimbursable’ set to ‘Force No’
    \n(See:\u00a0    https:\/\/docs.expensify.com\/en\/articles\/1865622-company-cards-managing-card-preferences<\/a>)
    \n\"\"<\/li>\n
  7. Through Domain Admin you can see all the cards linked to the Credit Card Account and allocate individual cards to Expensify Users<\/li>\n<\/ol>\n

    Sage Financials & Expensify Connector<\/h3>\n

    Corporate Credit Cards require different postings as you do not owe your employee anything – the liability is to the Credit Card company. With the Connector<\/a>\u00a0this is done using the ‘Reimbursable’ setting which is picked up by the posting rules. So its really important to setup\u00a0‘Reimbursable’ to ‘Force No’ under Company Cards.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Corporate Credit Card vs personal Credit Card Corporate Credit Cards can be configured at the company level, providing auto-matching etc. With personal credit cards you setup a feed but most people just scan in their receipts like cash expenses. This article is about setting up Corporate Credit Cards only. Users – Policies – Domains In Read more about Setting up Corporate Credit Cards in Expensify<\/span>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/786"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=786"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/786\/revisions"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=786"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=786"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}