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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'.

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Disabling 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.

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Managing the Virtual Card Module

This article provides a comprehensive guide on utilizing digital Expensya cards. These digital cards can be used just like traditional ones and are assigned a card number, CVV code, and expiration date. The article highlights the prerequisites for activating the virtual card module, explains how to set up the authorization for virtual card requests, and outlines how to create a project relating to virtual cards. Additionally, the article guides on how to set up a rule for virtual cards and how to view and deactivate virtual card requests.

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Updating 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 by Rim Ferchichi

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.

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Automate card suspension for missing receipts

As an administrator on the Expensya platform, you have control over configuring spending policies to align with your organization’s expense management requirements. One key feature within this functi…

Updated by Rim Ferchichi

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 t…

Updated by Rim Ferchichi

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