Update Expensya Card Settings

To update Expensya card settings, make sure the following conditions are met:

• The tenant has completed the onboarding process. For more details, see this article.
• You have the Can manage cards payment role. For more details, see this article.
• The employee already has an active virtual Expensya card. For details, see this article.

How to access Expensya card settings

To access Expensya card settings, follow these steps:

1. Go to the Admin panel, then select Payment instruments in the Payment menu.
2. Open the Expensya Cards tab.
3. Click the Expensya card you want to update. The card must be enabled.

1. The system opens a new page where you can update the settings as described in the next sections.

Update authorized hours and days of use

You can define when the card can be used by setting authorized days and hours. To do that, follow these steps:

1. To set specific hours, switch off the All day toggle, then enter the times in the relevant fields. If you want to allow card use from 08:00 to 18:00, switch on the All day toggle.
2. To update the authorized days, select or clear the days you want to authorize.
3. Click Edit to confirm your changes.

Update card payment limit

You can adjust the card’s payment limit to control how much can be spent within a given period. To do that, follow these steps:

1. Update the amount limit in the Payment limit field. The maximum allowed amount is 60,000 €.
2. Update the period limit in the Period field. Available options: 30 rolling days, 7 rolling days, or 24 hours.
3. Click Edit to confirm the update.

Update authorized transaction types

To update the card’s authorized transaction types, follow these steps:

1. Activate or deactivate transaction types as needed: Online payment, Foreign currency payment, International payment, or Cash withdrawal.
2. Click Edit to confirm the update.

Update authorized expense categories

To update the card’s authorized expense categories, follow these steps:

1. To allow all expense categories, switch off the Define authorized by nature of expense? toggle.
2. To limit expenses to specific categories, switch on the Define authorized by nature of expense? toggle and choose one or more of the following categories: Business and services, Car rental, Flight, Gas station, Hotels, Internet subscriptions, Parking and tolls, Postal charges, Public transport, Restaurants, and Taxi.
3. Click Edit to confirm the update.

 Update accounting settings

To update the card’s accounting settings, follow these steps:

1. Switch on the Define accounting settings toggle to update the details.
2. Click Edit to confirm the update.

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Related Articles

• Expensya Cards - Administrator Role Management
• Automatic Renewal of Physical Expensya Cards
• Managing Professional Payment Instruments