From 6f6263f137afb1204b099b4c8dad5cbf890ac816 Mon Sep 17 00:00:00 2001 From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com> Date: Tue, 28 Jan 2025 12:48:44 -0500 Subject: [PATCH 1/3] Create Card-feed-settings.md --- .../company-cards/Card-feed-settings.md | 46 +++++++++++++++++++ 1 file changed, 46 insertions(+) create mode 100644 docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md diff --git a/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md b/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md new file mode 100644 index 000000000000..8fc2b1642d39 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md @@ -0,0 +1,46 @@ +--- +title: Card-feed-settings.md +description: Manage your card feed via the settings page +--- +# Overview +Workspace admins can manage commercial or direct card feed settings for their workspace. + +# Managing card feed settings +To manage card feed settings, go to **Settings > Workspaces > [your workspace] > Company cards**. Then, click **Settings**, where you can: +- Change the card feed name. +- Adjust whether cardholders can delete transactions *(note: changes to this setting only apply to new card transactions.)* +- Remove the card feed *(note: removing the feed unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts.)* + +![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"} + +# How to export transactions to an accounting system +If you’ve connected accounting software like QuickBooks, NetSuite, Xero, etc., you can export card transactions to either one central account or separate individual accounts. +By default, transactions export to one central account. To adjust the export type or central account: + +1. Go to **Settings > Workspaces > [your workspace] > Accounting > Connections > Export > Export company card expenses as**. + +To set individual card export accounts: + +1. Go to **Settings > Workspaces > [your workspace] > Company cards**. +2. Click an assigned card to open the **Card details** page. +3. Manually select an individual card account to override the central export account. If left as **Default card**, the central account will be used. + +# How to use eReceipts +Expensify provides eReceipts as digital substitutes for paper receipts, removing the need to Smartscan physical receipts altogether. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct feeds. + +To enable eReceipts: +1. Go to **Settings > Workspaces > [your workspace] > More features**, and enable **Rules**. +2. Navigate to **Rules** and enable **eReceipts**. + +Note: +- eReceipts are not generated for certain expense categories, such as lodging. +- Incomplete or inaccurate category information from certain banks, or re-categorizing expenses, may result in invalid eReceipts. + +{% include faq-begin.md %} +## Are company cards limited to a certain plan? +Yes, company cards are limited to the Control plan. However, the Expensify Card is available on both the Collect and Control plans. + +## When do card transactions import into Expensify? +Card transactions start importing after a card is assigned. Expensify imports transactions as soon as they post, typically within 1-3 business days. Pending transactions will not appear in your account. +{% include faq-end.md %} + From 275b8abed185f8bd60d701d20ed50ebc7ba5fed3 Mon Sep 17 00:00:00 2001 From: Joseph Kaufman <54866469+joekaufmanexpensify@users.noreply.github.com> Date: Tue, 28 Jan 2025 16:56:44 -0500 Subject: [PATCH 2/3] Optimized article for AI parsing --- .../company-cards/Card-feed-settings.md | 56 +++++++++++-------- 1 file changed, 34 insertions(+), 22 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md b/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md index 8fc2b1642d39..161d0adc42fb 100644 --- a/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md +++ b/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md @@ -2,20 +2,28 @@ title: Card-feed-settings.md description: Manage your card feed via the settings page --- + # Overview Workspace admins can manage commercial or direct card feed settings for their workspace. -# Managing card feed settings -To manage card feed settings, go to **Settings > Workspaces > [your workspace] > Company cards**. Then, click **Settings**, where you can: -- Change the card feed name. -- Adjust whether cardholders can delete transactions *(note: changes to this setting only apply to new card transactions.)* -- Remove the card feed *(note: removing the feed unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts.)* - +# Managing Card Feed Settings +To manage card feed settings: + +1. Go to **Settings > Workspaces > [your workspace] > Company cards**. +2. Click **Settings**, where you can: + - Change the card feed name. + - Adjust whether cardholders can delete transactions *(note: changes to this setting only apply to new card transactions)*. + - Remove the card feed *(note: removing the feed unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts)*. + ![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"} -# How to export transactions to an accounting system -If you’ve connected accounting software like QuickBooks, NetSuite, Xero, etc., you can export card transactions to either one central account or separate individual accounts. -By default, transactions export to one central account. To adjust the export type or central account: +# Exporting Transactions to an Accounting System +If you’ve connected accounting software (e.g., QuickBooks, NetSuite, Xero), you can export card transactions to either: + +- A central account (default setting). +- Separate individual accounts. + +To adjust the export type for the central account: 1. Go to **Settings > Workspaces > [your workspace] > Accounting > Connections > Export > Export company card expenses as**. @@ -23,24 +31,28 @@ To set individual card export accounts: 1. Go to **Settings > Workspaces > [your workspace] > Company cards**. 2. Click an assigned card to open the **Card details** page. -3. Manually select an individual card account to override the central export account. If left as **Default card**, the central account will be used. +3. Select an individual card account manually to override the central export account. + - If left as **Default card**, the central account will be used. -# How to use eReceipts -Expensify provides eReceipts as digital substitutes for paper receipts, removing the need to Smartscan physical receipts altogether. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct feeds. +# Using eReceipts +Expensify provides eReceipts as digital substitutes for paper receipts, eliminating the need to SmartScan physical receipts. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct feeds. To enable eReceipts: + 1. Go to **Settings > Workspaces > [your workspace] > More features**, and enable **Rules**. -2. Navigate to **Rules** and enable **eReceipts**. - -Note: -- eReceipts are not generated for certain expense categories, such as lodging. -- Incomplete or inaccurate category information from certain banks, or re-categorizing expenses, may result in invalid eReceipts. - +2. Navigate to **Rules**, and enable **eReceipts**. + +**Note**: +- eReceipts are not generated for specific expense categories, such as lodging. +- Incomplete or inaccurate category information from some banks, or re-categorizing expenses, may invalidate eReceipts. + {% include faq-begin.md %} -## Are company cards limited to a certain plan? -Yes, company cards are limited to the Control plan. However, the Expensify Card is available on both the Collect and Control plans. +## FAQ -## When do card transactions import into Expensify? +### Are company cards limited to a certain plan? +Yes, company cards are limited to the Control plan. However, the [Expensify Card](https://use.expensify.com/company-credit-card) is available on both the Collect and Control plans. + +### When do card transactions import into Expensify? Card transactions start importing after a card is assigned. Expensify imports transactions as soon as they post, typically within 1-3 business days. Pending transactions will not appear in your account. -{% include faq-end.md %} +{% include faq-end.md %} From b3d51462915084d0ec7f43af0274baf327ec9e3d Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Tue, 28 Jan 2025 20:40:52 -0500 Subject: [PATCH 3/3] Update and rename Card-feed-settings.md to Company-Card-Settings.md made some adjustments! --- .../company-cards/Card-feed-settings.md | 58 ------------------- .../company-cards/Company-Card-Settings.md | 54 +++++++++++++++++ 2 files changed, 54 insertions(+), 58 deletions(-) delete mode 100644 docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md create mode 100644 docs/articles/new-expensify/connect-credit-cards/company-cards/Company-Card-Settings.md diff --git a/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md b/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md deleted file mode 100644 index 161d0adc42fb..000000000000 --- a/docs/articles/new-expensify/connect-credit-cards/company-cards/Card-feed-settings.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Card-feed-settings.md -description: Manage your card feed via the settings page ---- - -# Overview -Workspace admins can manage commercial or direct card feed settings for their workspace. - -# Managing Card Feed Settings -To manage card feed settings: - -1. Go to **Settings > Workspaces > [your workspace] > Company cards**. -2. Click **Settings**, where you can: - - Change the card feed name. - - Adjust whether cardholders can delete transactions *(note: changes to this setting only apply to new card transactions)*. - - Remove the card feed *(note: removing the feed unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts)*. - -![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"} - -# Exporting Transactions to an Accounting System -If you’ve connected accounting software (e.g., QuickBooks, NetSuite, Xero), you can export card transactions to either: - -- A central account (default setting). -- Separate individual accounts. - -To adjust the export type for the central account: - -1. Go to **Settings > Workspaces > [your workspace] > Accounting > Connections > Export > Export company card expenses as**. - -To set individual card export accounts: - -1. Go to **Settings > Workspaces > [your workspace] > Company cards**. -2. Click an assigned card to open the **Card details** page. -3. Select an individual card account manually to override the central export account. - - If left as **Default card**, the central account will be used. - -# Using eReceipts -Expensify provides eReceipts as digital substitutes for paper receipts, eliminating the need to SmartScan physical receipts. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct feeds. - -To enable eReceipts: - -1. Go to **Settings > Workspaces > [your workspace] > More features**, and enable **Rules**. -2. Navigate to **Rules**, and enable **eReceipts**. - -**Note**: -- eReceipts are not generated for specific expense categories, such as lodging. -- Incomplete or inaccurate category information from some banks, or re-categorizing expenses, may invalidate eReceipts. - -{% include faq-begin.md %} -## FAQ - -### Are company cards limited to a certain plan? -Yes, company cards are limited to the Control plan. However, the [Expensify Card](https://use.expensify.com/company-credit-card) is available on both the Collect and Control plans. - -### When do card transactions import into Expensify? -Card transactions start importing after a card is assigned. Expensify imports transactions as soon as they post, typically within 1-3 business days. Pending transactions will not appear in your account. - -{% include faq-end.md %} diff --git a/docs/articles/new-expensify/connect-credit-cards/company-cards/Company-Card-Settings.md b/docs/articles/new-expensify/connect-credit-cards/company-cards/Company-Card-Settings.md new file mode 100644 index 000000000000..52bbf32921a2 --- /dev/null +++ b/docs/articles/new-expensify/connect-credit-cards/company-cards/Company-Card-Settings.md @@ -0,0 +1,54 @@ +--- +title: Company Card Settings +description: Learn how to manage company card settings, export transactions to accounting software, and enable eReceipts for efficient expense tracking in Expensify +--- + +Workspace admins can easily manage the company card settings at the workspace level. This guide walks you through adjusting the settings, exporting transactions to your accounting system, and enabling eReceipts for efficient expense tracking. + +--- +# Managing Company Card Settings +To make changes to the settings: + +1. Go to **Settings > Workspaces > [Workspace Name] > Company cards**. +2. Click **Settings**, where you can: + - Change the name of the company card connection. + - Adjust whether cardholders can delete transactions (changes to this setting only apply to new card transactions). + - Remove the card connection (removing the connection unassigns all its cards and deletes unsubmitted expenses on draft reports in cardholder accounts). + +![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"} + +--- +# Exporting Transactions to an Accounting System +If you’ve connected accounting software (e.g., QuickBooks, NetSuite, Xero), you can export card transactions to either: + +- A central account (default setting). +- Separate individual accounts. + +## Exporting to a Central Account +To adjust the export type for the central account head to **Settings > Workspaces > [Workspace Name] > Accounting > Connections > Export > Export company card expenses as**. + +## Exporting to Individual Accounts +1. Go to **Settings > Workspaces > [Workspace Name] > Company cards**. +2. Click an assigned card to open the **Card details** page. +3. Select an individual card account manually to override the central export account. + - If left as **Default card**, the central account is used. +--- +# Using eReceipts +Expensify provides eReceipts as digital substitutes for paper receipts, eliminating the need for SmartScanned physical receipts. eReceipts are automatically generated for many USD purchases of $75 or less on both commercial and direct credit card connections. + +To enable eReceipts: +1. Go to **Settings > Workspaces > [Workspace Name] > More features**, and enable **Rules**. +2. Navigate to **Rules**, and enable **eReceipts**. + +**Note**: +- eReceipts are not generated for some expense categories, such as lodging. +- Incomplete or inaccurate category information from some banks or re-categorizing expenses may invalidate eReceipts. + +--- +# FAQ + +## Are company cards limited to a certain plan? +Yes, company cards are limited to the Control plan. However, the [Expensify Card](https://use.expensify.com/company-credit-card) is available on both the Collect and Control plans. + +## When do card transactions import into Expensify? +Card transactions start importing after a card is assigned. Expensify imports transactions as soon as they post, typically within 1-3 business days. Pending transactions will not appear in your account.