How to request a physical Expensya card for an employee ?
To request a physical Expensya card for an employee:
- The company should have already completed the onboarding process. For more details : Expensya cards - Account management
- The administrator should have the “Can manage cards” payment role, you. For more details : Expensya Cards - Administrator Role Management
- The employee should already have an enabled virtual Expensya card. For more details : How to provide virtual Expensya card(s) to employee(s) ?
You can follow the following steps:
- As an Admin with the “Can manage cards” payment role, browse to the "Payment Instruments” section under the “Payment” menu, and view the list of Expensya cards under the “Expensya cards” tab.
- To request a physical Expensya card, choose an employee with an enabled virtual card and click on “order the card” button and fill in the address where the physical card will be delivered:
- Address: building number and street name
- Zip Code
- Click on the "Confirm" button.
- The admin will need to provide consent through an SMS authentication operation.
- The physical Expensya card will be displayed within 72 hours into the Expensya cards list under “Expensya cards” tab with an “To Activate” status.
- The card will be physically delivered to the employee's provided address. For more details (link to the article related to Activate physical Expensya card)