You must be a Workspace Admin to complete this process.

The Expensify Visa® Commercial Card is available on all USD workspaces. It provides tools to manage employee spending, including:

• 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
• Unique naming for each virtual card for simplified expense categorization

To enable and issue Expensify Cards for your workspace, complete the steps below.

Step 1: Enable Expensify Cards

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 you want to enable Expensify Cards for.
4. Click More features in the left menu.
5. Under the Spend section, enable the Expensify Card toggle.

Step 2: Select a bank account

Before you can issue your Expensify Cards, you must connect your cards with the bank account that will be used to pay balances on the cards.

1. Click Expensify Card in the left menu.
2. Click Issue new card.
3. Select an existing bank account from the list, or follow the steps to add a new one.

Step 3: Issue cards

You can issue an unlimited amount of physical and/or virtual cards to employees.

1. Click Issue card in the top right.
2. Select the employee that you want to issue the card to.
3. Select whether you want to issue a physical or virtual card.
4. Pick a smart, monthly, or fixed limit:
   • Smart limits allow spending up to a certain amount before requiring approval.
   • Monthly limits allow spending up to a certain amount per month.
   • Fixed limits allow spending up to a certain amount before the card is terminated.
5. Enter the limit amount.
6. Add a card name.
7. Click Issue card to confirm and issue the card.