Pro-Tips Monday: Adding Commercial Cards for your Company

garrettmknight —  October 29, 2012 — Leave a comment

With commercial card import, you can forget about cumbersome manual entry. Now your bank and Expensify will do all the typing for you! We’ll even automatically generate guaranteed eReceipts for all non-lodging transactions under $75.

It’s important to understand that Commercial Cards and Corporate Cards are different and as such, need to be set up differently. To ensure that you are using Commercial Cards and not Corporate Cards, email us at help@expensify.com.

Prerequisites:

  1. Upgrade to the Corporate plan
  2. Setup Domain Control

Setting up Commercial Card Import For MasterCard cardholders

  1. Contact your banking relationship manager and request that your CDF feed be sent directly to Expensify via SFTP. Your bank will then initiate the feed through MasterCard’s global SmartData portal.
  2. Notify us at help@expensify.com that you are having your CDF feed sent so we can match it to your Expensify account.
  3. Once we’ve confirmed the feed is live and matched it to your account, you will be able to go to the Admin tab and assign individual cards to your employees by adding the last 4 digits of the card and the employee’s email address. In some cases, you may need to click on Update before the import will begin.

Setting up Commercial Card Import for VISA cardholders

  1. Contact your banking relationship manager and request that your VCF feed be sent directly to Expensify via SFTP.  Your bank will require some information about Expensify in order to send the feed. Contact us at help@expensify.com for this information.
  2. Your bank will then send us a test file. We will confirm that it has been received and that the format is correct.
  3. Your bank will put the feed into production and we will confirm that it is live.
  4. Once we’ve confirmed the feed is live, you will be able to go to the Admin tab and assign individual cards to your employees by adding the last 4 digits of the card and the employee’s email address. In some cases, you may need to click on Update before the import will begin.

And voilà, you have your cards importing and creating eReceipts to make your expense report even easier! If you have any questions about Commercial Cards or setup, please don’t hesitate to contact us.

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