Managing my Personal Payment Instruments

All users have the ability to add, modify, and deactivate their personal payment instruments. This configuration can be done through the personal settings in the account.

How to add a new personal payment instrument?

In order to add a personal payment instrument, you can simply: 

  1. Click on your name at the top of the page on the right.
  2. Click on "Personal Settings."
  3. Access the payment instruments.
  4. Click on "Add a new payment instrument."
  5. Fill in the form to add a payment instrument.
  6. Save your choices.
When a user adds their credit card to Expensya and uses it for expense payments, Expensya can identify the card by detecting the last 4 digits provided on the invoice or receipt.

How to modify a payment instrument?

To modify a payment instrument, just follow these steps:

  1. Access the payment instrument list,
  2. Select the payment method you wish to modify,
  3. Make the required changes,
  4. Save your information.

How to deactivate a payment instrument?

To deactivate a payment instrument, simply: 

  1. Select the payment instrument you want to disactivate.  
  2. Access the payment instrument form.
  3. Click on the deactivate button.
To delete the payment instrument, please get in touch with the Expensya support team. Contact details for the Expensya support team can be found by clicking on this link.

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