We are very happy to announce that our Reconciliation and Central Administration feature is now available for American Express corporate cards. Because the feature was such a hit with commercial card holders, we decided to develop for Corporate cards as well.
What is Reconciliation?
Reconciliation is an amazing feature that allows you to reconcile all incurred Corporate card expenses against reported expenses in the Expensify system. Reconciliation reports are great for seeing any outstanding Corporate card expenses that still need submitting as well as those that have already been submitted.
What is Central Administration?
Central Administration allows you to import your American Express Corporate card feed and assign individual cards to specific employees. Simply put, it allows you to populate your employees’ Expensify accounts with expenses from their individual Corporate card without any work from them.
How do I get it?
To have access to Reconciliation reports, you will need to upgrade to the Corporate plan and enable Domain Control. From the admin tab, you will then be able to centrally assign your corporate cards to users.
How do I create a Reconciliation report?
To run a reconciliation report, go to the Reconciliation section of the Admin tab. From there you will be able to choose the date range and criteria over which you want to run reconciliation. After the process is done, you will be able to download a spreadsheet file of your reconciliation report.
To get a more detailed run-through, please visit our Reconciliation help page.
How do I use Central Administration?
First, go to the Company Cards section of the Admin tab. Here click the ‘Import…’ button, enter your Master Account login credentials, and click ‘Sign in’.
Once your card has connected successfully, simply type in the user’s email address you’d like to add the card to, enter the last 4 digits of the corresponding card and click the ‘assign a commercial card’ button. For more information on Central Administration, please check out our Company Cards help page.
If you would like to see Reconciliation and Central Administration made available for another credit card provider, email us at firstname.lastname@example.org .