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Copy file name to clipboardExpand all lines: contributingGuides/BUGZERO_CHECKLIST.md
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# BugZero Checklist:
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-[ ]**[Contributor]** The offending PR has been commented on, pointing out the bug it caused and why, so the author and reviewers can learn from the mistake.
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-[ ]**[Contributor]** The offending PR and associated issue have been commented on, pointing out the bug it caused and why, so the author and reviewers can learn from the mistake.
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Link to comment:
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Link to the comment on the PR:
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Link to the comment on the Issue:
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-[ ]**[Contributor]** If the regression was CRITICAL (e.g. interrupts a core flow) A discussion in [#expensify-open-source](https://app.slack.com/client/E047TPA624F/C01GTK53T8Q) has been started about whether any other steps should be taken (e.g. updating the PR review checklist) in order to catch this type of bug sooner.
Copy file name to clipboardExpand all lines: docs/articles/new-expensify/connect-credit-cards/Company-Card-Settings.md
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title: Company Card Settings
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description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts.
internalScope: Applies to Workspace Admins. Covers how to manage third-party feeds on the workspace level. Does not cover the Expensify Card outside of plan availability.
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# Company Card Settings
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Workspace Admins can manage company card settings, export logic, and eReceipt functionality at the workspace level. This guide outlines how to configure your company card connection, route expenses to accounting systems, and automate receipt handling.
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To set up a direct company credit card feed on a Workspace, see [Direct Feeds](/articles/new-expensify/connect-credit-cards/Direct-feeds)).
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To set up a commercial card file feed on a Workspace, see [Commercial Feeds](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds).
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---
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# Manage Company Card Settings for Commercial and Direct Feeds
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##Manage company card settings for company card feeds
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To adjust your card feed configuration:
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To update your Company Card feed settings:
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1. Go to **Workspaces > [Workspace Name] > Company Cards**.
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2. Click **Settings** in the top-right corner.
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1. In the navigation tabs (on the left on web, on the bottom on mobile) navigate to **Workspaces > [Workspace Name]**.
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2. Within the Workspace, select **Company Cards** and chose the relevant company card feed.
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3. Click **Settings** in the top right corner.
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You can manage the following options:
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-**Card feed name**
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Update the name of the card feed to help identify it.
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**Available actions include:**
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-**Allow deleting transactions**
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Enable this setting to allow cardholders to delete card transactions.
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**Note:** This setting only applies to transactions imported after the setting is enabled.
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-**Rename the card feed connection**
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-**Control whether cardholders can delete transactions:** Applies only to new transactions going forward
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-**Remove the card connection:** Unassigns all cards and deletes unsubmitted expenses in draft reports
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-**Remove card feed**
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Remove the card feed from the workspace and unassign all cards. If the feed is not connected to another workspace, it is permanently deleted.
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**Note:** Removing the feed or unassigning a card deletes all imported expenses in the **Unreported** and **Draft** states.
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---
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#Export Transactions to Your Accounting System
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## How to export transactions to your accounting system
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If you’ve connected accounting software (like **QuickBooks**, **NetSuite**, or **Xero**), you can export company card expenses either to a **central account** or **individual accounts**.
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## Export to a Central Account
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## How to export to a central account
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To apply this setting to all card expenses in the workspace:
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1. Go to **Workspaces > [Workspace Name] > Accounting > Connections > Export**.
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2. Under **Export company card expenses as**, choose **Central account**.
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## Export to Individual Accounts
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## How to export to individual accounts
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To override the central export account per card:
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---
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#Use eReceipts with Third-Party Card Feeds
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## How to use eReceipts with third-party card Feeds
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**eReceipts** are digital receipts that replace paper ones for many USD transactions of $75 or less on commercial and direct card feeds.
internalScope: Audience is members with personal credit cards already connected to their account. Covers viewing and managing existing personal cards in the Wallet, including reimbursable settings. Does not cover adding new personal cards or company card programs.
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description: Learn how to view, manage, and fix broken connections for personal credit cards in New Expensify.
internalScope: Audience is members with personal credit cards already connected to their account. Covers viewing and managing existing personal cards in the Wallet, including reimbursable settings and fixing broken card connections. Does not cover connecting new personal cards or company card programs.
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# Manage personal cards in New Expensify
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## Where to find personal cards in the Wallet
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## How to view personal cards in Wallet
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1.Navigate to **Account > Wallet**on web or mobile.
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1.Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Account > Wallet**.
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2. Under **Assigned cards**:
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- Personal cards imported from Expensify Classic will appear here.
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- You'll see the card name, bank icon, and last 4 digits.
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## What you can do with personal cards
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You can:
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You can:
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- View all personal cards imported from Expensify Classic
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- Automatically import transactions from your linked personal cards
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- Generate IRS-compliant eReceipts for eligible USD purchases
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- Update personal card settings
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- Fix broken card connections
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- Filter expenses by card in the **Expenses** tab on the **Reports** page
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---
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## How to update personal card settings
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1.Navigate to **Account > Wallet**on web or mobile.
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1.Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Account > Wallet**.
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2. Under **Assigned cards**, select a personal card.
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3. On the **Card details** page, you can:
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- Rename the card
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## Why a personal card connection can break
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A personal card connection can break when your bank can no longer authenticate your account. Common causes include:
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- Your bank login credentials changed (e.g., you updated your password).
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- Your bank requires additional verification (e.g., multi-factor authentication expired).
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- Your bank revoked access to the third-party connection.
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- A temporary outage at your bank disrupted the connection.
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When a connection breaks, Expensify can no longer import new transactions from that card.
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---
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## How to know when a personal card connection is broken
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When a personal card connection breaks, you'll see:
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- A notification in the **Time Sensitive** section on **Home**.
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- A red dot indicator on **Wallet** in the navigation tabs.
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- A red dot indicator on the card in **Wallet** leading to the error.
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<!-- SCREENSHOT:
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Suggestion: Show broken personal card connection with indicators on Wallet and on the card.
1. In the navigation tabs (on the left on web, on the bottom on mobile) navigate to **Account > Wallet**.
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2. Under **Assigned cards**, select the card with the broken connection.
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3. Choose **Fix card**.
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4. Log into your bank when prompted to re-authenticate the connection.
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If logging into your bank doesn't resolve the issue, tap **Update card** to attempt a manual refresh.
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---
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## How the broken connection violation works
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When you have a broken personal card connection, Expensify adds a **broken connection** violation to receipt-scanned cash expenses across all of your workspaces. This violation holds those expenses back in case they need to be merged with card transactions once the connection is fixed.
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To resolve the violation, fix the broken card connection by following the steps above. The violation is automatically removed from affected expenses once the connection is restored.
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You can tap the hyperlinked text in the violation to go directly to the **Card details** page in **Wallet** where you can fix the connection.
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---
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# FAQ
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## Can I add another personal card?
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## Can I change the reimbursable setting for past transactions?
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No. Changes to the reimbursable setting only apply to transactions imported after the change.
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No. Changes to the reimbursable setting only apply to transactions imported after the change.
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## Why don't I see my personal card in the Wallet?
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Personal cards appear in the Wallet only if they were previously connected to your account in Expensify Classic. If your card doesn't show up, it means it wasn't connected before and isn't available to manage yet.
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## Why do I see a broken connection violation on my expenses?
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When a personal card connection breaks, Expensify adds a broken connection violation to receipt-scanned cash expenses. This holds them back in case they need to merge with card transactions once the connection is restored. Fix the card connection to remove the violation automatically.
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## Why don’t I see my personal card in the Wallet?
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## When is the broken connection error removed?
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Personal cards appear in the Wallet only if they were previously connected to your account in Expensify Classic. If your card doesn’t show up, it means it wasn’t connected before and isn’t available to manage yet.
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The broken connection error is automatically removed when any of the following occurs:
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- Logging into your bank successfully re-authenticates the connection.
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- Tapping Update card successfully refreshes the card.
Copy file name to clipboardExpand all lines: docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md
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title: Set Up and Manage Expensify Cards
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description: Learn how Workspace Admins can enable, issue, and manage Expensify Cards for employees, including spending limits, bank connections, and virtual card setup.
internalScope: Applies to Workspace Admins. Covers Expensify Card setup and management. Does not cover troubleshooting or third-party feeds.
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Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manage company spending with real-time controls and flexibility across employees and subscriptions.
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2. Click **Issue new card**
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3. Choose an existing account or [add a new bank account](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account) as the settlement account.
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If you already have an Expensify Card feed on another workspace, you can select that existing feed instead of connecting a new bank account. This links the same card feed to the current workspace, so you can manage cards across multiple workspaces with a single settlement account.
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## Can I use Expensify Cards across multiple workspaces?
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Yes, but each workspace must have its **own settlement account**. For example, using the card in three workspaces requires three separate bank accounts.
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Yes. You can link a single Expensify Card feed to multiple workspaces using the same settlement account. When issuing cards on a new workspace, select an existing feed that is already connected to another workspace. Each workspace shows only its own members in the card list, but all workspaces share the same card feed and settlement account.
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