Skip to content

Commit

Permalink
Merge pull request #50804 from Expensify/maddylewis-patch-7
Browse files Browse the repository at this point in the history
Update Upgrade-to-the-new-Expensify-Card-from-Visa.md
  • Loading branch information
thienlnam authored Oct 15, 2024
2 parents 3ee7239 + ddbb875 commit 6a0042f
Showing 1 changed file with 16 additions and 15 deletions.
Original file line number Diff line number Diff line change
Expand Up @@ -4,25 +4,26 @@ description: Get the new Expensify Visa® Commercial Card
---
<div id="new-expensify" markdown="1">

If your company is already using Expensify Cards, you can upgrade your cards for free to the new Expensify Visa® Commercial Card to get even more tools to manage employee spending, including:
- Unlimited <a href="[url](https://use.expensify.com/unlimited-virtual-cards)">virtual cards</a>
When you upgrade the Expensify Cards to the new program, you'll have access to even more tools to manage employee spending, including:
- Unlimited [virtual cards](https://use.expensify.com/unlimited-virtual-cards)
- Controlled spending amounts on virtual cards to manage subscriptions
- Tighter controls for managing spend across employees and merchants
- Fixed or monthly spend limits for each card
- Fixed or monthly spending limits for each card
- Unique naming for each virtual card for simplified expense categorization

# Upgrade your company’s Expensify Cards

{% include info.html %}
This process must be completed by a Domain Admin. Although the process is available for all Domain Admins, only one admin needs to complete these steps.
The Expensify Card upgrade must be completed by November 1, 2024.
{% include end-info.html %}

Before completing this process, you’ll want to:
# Upgrade your company’s Expensify Card program
This process must be completed by a Domain Admin. Any domain Admin can complete the upgrade, but only one admin needs to complete these steps.

- Have your employees update their address if needed so that they receive their new Expensify Card in the mail before completing the steps below.
- Ensure that existing cardholders have a limit greater than $0 if you want them to receive a new Expensify Card. If their limit is $0, increase the limit.
{% include end-info.html %}
**Before updating the card program:**
- Make sure your employees' address is up-to-date in their Expensify account
- Confirm the employees who should be receiving a new Expensify Card have a card limit set that's greater than $0

1. On your Home page, click the task titled “Upgrade to the new and improved Expensify Card.”
## Steps to upgrade the Expensify Cards
1. On your Home page, click the task titled _Upgrade to the new and improved Expensify Card._
2. Review and agree to the Terms of Service.
3. Click **Get the new card**. All existing cardholders with a limit greater than $0 will be automatically mailed a new physical card to the address they have on file. Virtual cards will be automatically issued and available for immediate use.
4. If you have Positive Pay enabled for your settlement account, contact your bank as soon as possible to whitelist the new ACH ID: 2270239450.
Expand All @@ -36,19 +37,19 @@ Cards won’t be issued to any employees who don’t currently have them. In thi

{% include faq-begin.md %}

**Why don’t I see the task to agree to new terms on my Home page?**
## Why don’t I see the task to agree to new terms on my Home page?

There are a few reasons why you might not see the task on your Home page:
- You may not be a Domain Admin
- Another domain admin has already accepted the terms
- The task may be hidden. To find hidden tasks, scroll to the bottom of the Home page and click **Show Hidden Tasks** to see all of your available tasks.

**Will this affect the continuous reconciliation process?**
## Will this affect the continuous reconciliation process?

No. During the transition period, you may have some employees with old cards and some with new cards, so you’ll have two different debits (settlements) made to your settlement account for each settlement period. Once all spending has transitioned to the new cards, you’ll only see one debit/settlement.

**Do I have to upgrade to the new Expensify Visa® Commercial Card?**
## Do I have to upgrade to the new Expensify Visa® Commercial Card?

Yes. We’ll provide a deadline soon. But don’t worry—you’ll have plenty of time to upgrade.
Yes, the Expensify Cards will not work on the old program. This must be completed by November 1, 2024.
{% include faq-end.md %}
</div>

0 comments on commit 6a0042f

Please sign in to comment.