Expensya cards - Account Management
Steps to activate your Expensya card :
In order to start using Expensya cards, the legal representative* or the company's representative must open a payment account with Swan, Expensya's partner.
An administrator profile is required for the company's legal representative or agent. His/her email address will be configured to receive the email to start the process.
If you start the account opening process, the steps are as follows:
- Read the Expensya Cards: Register your company now email, click on the Register my company button and fill in the company details.
- Read the We need to verify your identity email, click on the Prove my identity button and fill in your personal data
- Navigate to Admin, then to the Payment menu
- Go to the Bank Accounts submenu
- Select the Expensya Card Account tab; the company's account will be displayed in the list.
Consultation of the list of Expensya card accounts :
An administrator who has the role** View Accounts can access the list of Expensya card accounts. If you wish to consult this list:
- Navigate to the Admin section, then select the Payment menu.
- Go to the Bank Accounts submenu.
- In the Expensya Card Accounts tab, the list of company accounts will be displayed.
The administrator then has the option to :
- Search for a payment account by account name
- Copy the IBAN of the payment account to be able to fund it from another bank account.
- View your account balance in real time
- Consult the date of creation of the account
- View account status
Viewing the account details of Expensya cards :
An administrator who has the role View Accounts can access the account details of Expensya cards. If you wish to view the account details:
- Navigate to the Admin section, then select the Payment menu
- Go to the Bank Accounts submenu
- Select the Expensya Card Account tab, the list of company accounts will be displayed.
- Click on the account name to view details
The administrator then has the option of :
- Update the account name taking into account that it must be unique
- Copy the IBAN of the account
- Copy the BIC of the account
- Copy the account holder
- Copy the address of the account holder.
