Manage Expensify Cards

You must be a Workspace Admin to manage this feature.

Once your Expensify Cards have been issued, you can monitor them and check your card’s current balance, remaining limit, and earned cash back.

  1. Click your profile image or icon in the bottom left menu.
  2. Scroll down and click Workspaces in the left menu.
  3. Select the workspace that contains the desired Expensify Cards.
  4. Click Expensify Card in the left menu. Here, you’ll see a list of all of the issued cards.
  5. To view a card’s details or adjust the card limit, limit type, name, or deactivate it, click the card row.
  6. To adjust the settlement account that resolves the card’s expenses or to change the settlement frequency, click Settings in the top right.

Click Expensify Card in the left menu to see a list of cards

Click the card row to view the card details and make settings adjustments

Click Settings to adjust the settlement account or frequency

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