All Categories ​>​ ​Expensya Cards ​ > ​ ​Card Admin ​ > ​ ​Cards Management

Cards Management

Requesting a Physical Expensya Card for an Employee

This article provides a comprehensive guide on how to request a physical Expensya card for an employee. Ensuring the company has completed onboarding, the admin with the correct payment role can make a request. The employee should already have an active virtual Expensya card. The physical card is sent to the provided address and will appear in the Expensya card list as 'To Activate'.

Updated

Disabe an Expensya Card

This article outlines the steps required to cancel an Expensya card. First, the company needs an activated payment account, the admin needs the "Can manage cards" payment role, and the employee should already have an activated virtual Expensya card. After that, the admin selects the card with 'activated' status and clicks 'Cancel this card'. The card will be permanently cancelled and cannot be re-activated.

Updated

Update Expensya Card Settings

This article guides the reader through the process of updating settings for an Expensya card. It begins by giving conditions that must be met before updating can take place. Then, it provides steps for various updates including updating days and hours of use, the card limit, types of authorized transactions, and authorized expense categories. Each step is broken down exhaustively to ensure ease of comprehension.

Updated

Providing Virtual Expensya Cards to Employees

This article provides a comprehensive guide on how to issue Expensya cards. The article starts with the prerequisites and then offers two options to add Expensya cards for employees: individually or in bulk. The step-by-step instructions help the Admin to correctly set up the cards with details on configuring spending limits, authorized transaction types, and approved expense categories. It concludes by explaining the process to get a physical card for an employee.

Updated

Suspend an Expensya Card

Before you suspend an Expensya card, make sure that: The tenant's administrator has an enabled payment account. For more details, refer to this article. The administrator has the Manage Cards role en…

Updated

Automate card suspension for missing receipts

As an administrator, you have control over configuring spending policies to align with your organization’s expense management requirements. One key feature is the ability to set rules for Expensya Ca…

Updated by Rim Ferchichi

Automatic Renewal of Physical Expensya Cards

The automatic renewal of Expensya physical cards is designed to simplify financial management and improve operational efficiency. This setting is all about ensuring a smooth and user-friendly card re…

Updated by Rim Ferchichi

Powered by HelpDocs (opens in a new tab)