Pro Tips Monday: Commercial Cards

garrettmknight —  May 21, 2012 — Leave a comment

Connecting your commercial cards to Expensify allows you to directly import expense information, assign card numbers to individual users, and manage all of your cards via an administrator account. It is important to note that commercial card support is only available under our Corporate plan. With that said, let’s get started.

Don’t know what a commercial card is or if your company uses them…

What is a commercial card?
Commercial cards allow the cardholder to automatically import expense information to third party applications (like Expensify) via SFTP feeds directly from VISA or MasterCard, not your bank.

Once you’ve confirmed that your company is using commercial cards…

Setup for your commercial cards in Expensify is decided by your commercial card provider:

MasterCard provides Expensify with a CDF/SmartData feed. Expensify is a pre-configured connection and can be quickly setup by your CDF/SmartData feed via MasterCard’s online system.

VISA connects using a VCF feed. Expensify will need to provide with your banking contact with the necessary login information to complete the process.

Once you’re set up and Expensify is importing your commercial card feed…

You can now manage your commercial card feed, assign individual cards to employees, and reassign existing feeds. To do this you’ll need to enable Domain Control.

With a Corporate level account and Domain Control enabled, you can manage your commercial card feeds by going to Settings > Domain Control.

Image

Add user: Click the green ‘add domain member’ button and enter their email address to invite a user to Expensify.

Add card: Click the green ‘add card’ button and entering the last 4 digits of the card you’d like assigned to them.

Remove card: Click the red ‘remove card’ button.

Key points to remember about Commercial Cards and Expensify:

If you have any questions or would like more information on commercial cards, please contact us at help@expensify.com and we’ll be glad to provide further clarity!

No Comments

Be the first to start the conversation!

Have something to say? Share your thoughts with us!

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s