Customization of Expensya Cards: Configurations and Authorizations

Expensya provides administrators with the ability to customize Expensya card settings according to their needs and preferences.

To update the settings of a card, follow the detailed instructions in this article: How to Update Expensya card settings? - Expensya - Expense Reports - Online Help

In this article, we will guide you through the various configuration settings available in the administration tab.

Days of use and authorized hours

This section allows administrators to restrict the days and hours during which the cardholder can make payments with their card.

For example, an employee may be allowed to use their card only on weekdays, with the card being blocked on weekends. Another example would be to limit card usage to lunch breaks or another specific time of day.

However, it is also possible to configure the card to allow payments at any time, every day of the week.

Card payment limit

The administrator can set a limit for the amount the card user can spend over a given period. This amount must be in euros (as the account is in euros) and can be spent over a rolling period of 30 days, 7 days, or 24 hours.

It is important to note that this limit cannot exceed 60,000 euros over a rolling 30-day period.
The limit set for a card is general. If the total amount available to a user in terms of budgets exceeds the card limit, it must be increased. Otherwise, payments will be rejected.

Card authorizations

  • Online payment: Enabling this setting allows the cardholder to make purchases on e-commerce websites.
  • Foreign currency payment: By activating this setting, the employee can make payments in currencies other than the euro.
  • International payment: This setting must be enabled to allow the cardholder to make payments in countries other than the company's country.

Let's take the example of a company in France that assigns a card to one of its employees. If this employee makes an online payment, but the merchant is in Germany, and international payments are not enabled on the card in question, the transaction will be rejected.

  • Cash withdrawal: If this setting is enabled, the user can withdraw cash from ATMs.
It is also possible to limit card usage to certain expense categories. For example, a card can only be used for transportation or meal categories.

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