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Expensya Cards

Expensya Cards - Administrator Role Management

In order to start using Expensya cards, the company must open a payment account to which the cards will be attached. In order to control access to Expensya card management and payment accounts, Expen…

Updated 2 months ago by Mohamed Dhifallah

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…

Updated 2 months ago by Imen Habouria

How to Disable an Expensya card ?

To disable an Expensya card : The company should have an enabled payment account. For more details Expensya cards - Account management. The administrator should have the “Can manage cards” payment ro…

Updated 2 months ago by Imen Habouria

Managing the Virtual Card Module

The Expensya virtual card is a digital card that can be loaded with a predefined amount and activated for a specific period. This card has the same features as a traditional card, including a card nu…

Updated 1 week ago by Imen Habouria

Expensya Cards - Transaction Management

To start using Expensya cards, the company must open a payment account to which the cards will be linked. In order to track expenses made with Expensya cards, Expensya provides you with the details o…

Updated 1 month ago by Selim Ounis

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. A…

Updated 2 months ago by Selim Ounis

How to Update Expensya card settings?

To update an Expensya card settings : The company should have already completed the onboarding process. For more details : Expensya cards - Account management. The administrator should have the “Can…

Updated 2 months ago by Imen Habouria

How to provide virtual Expensya card(s) to employee(s) ?

To start issuing Expensya cards, the company should have already completed the payment onboarding process. For more details : Expensya cards - Account management An administrator with the payment rol…

Updated 2 months ago by Imen Habouria

How to Request a Virtual Card?

Employees for whom the virtual card module is activated will see a new "Virtual Card" menu under the "Request" tab. Requesting a virtual card from the web version:. To request a virtual card from the…

Updated 1 week ago by Imen Habouria

How to use the physical card? How to add it to the digital wallet?

If you have been assigned a physical card by your employer, you can use it in three ways: you can either use the card details for online payments, use it at a physical merchant or manually add the ph…

Updated 2 months ago by Rim Ferchichi

Admins: Create individual and shared Budgets in Bulk

The Administrators can efficiently create budgets for multiple card holders at once and shared budgets for a group of users, saving time and streamlining the approval process. The budgets created by…

Updated 2 months ago by Rim Ferchichi

How to accept the invitation to use Expensya Card?

If you have been assigned a card by your employer, you need to accept the invitation first by giving your consent. To accept the invitation, you can follow either of the two methods listed below. Opt…

Updated 2 months ago by Rim Ferchichi

Managers/Administrators: Close budgets

The administrator and the manager of the card holder have the ability to close approved budgets that are no longer required by the card holder. Managers close budgets:. To close one approved budget,…

Updated 2 months ago by Rim Ferchichi

Managing my Budgets

Requesting and managing multiple budgets enables you to track expenses , and monitor your spending in order to stay within the limits. It is important to note that only one budget can be linked to a…

Updated 1 month ago by Imen Habouria

Requesting Budgets

In order to use your Expensya card, it is necessary to request a budget and have its approval before making any purchases. To request a budget, you can follow either of the two methods listed below.…

Updated 4 weeks ago by Imen Habouria

How to manage my budgets ?

Requesting and managing multiple budgets enables you to track expenses , and monitor your spending in order to stay within the limits. It is important to note that only one budget can be linked to a…

Updated 2 months ago by Imen Habouria

How to activate my physical card?

Before using your physical card for purchases, it is necessary to activate it. You can check whether your card needs activation by looking for an indication on the physical card page. Once the card i…

Updated 2 months ago by Imen Habouria

How to use the virtual card? How to add it to the digital wallet?

If you have been assigned a virtual card by your employer, you can use it in two ways: you can either use the card details for online payments or manually add the virtual card to your digital wallet…

Updated 2 months ago by Rim Ferchichi

How to activate my physical card?

Before using your physical card for purchases, it is necessary to activate it. You can check whether your card needs activation by looking for an indication on the physical card page. Once the card i…

Updated 1 month ago by Imen Habouria

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