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[no QA] Create Set-up-the-Expensify-Card.md #46602

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---
title: Set up the Expensify Card
description: How to set up the Expensify Card on your workspace
---
<div id="new-expensify" markdown="1">

{% include info.html %}
You must be a Workspace Admin to complete this process.
{% include end-info.html %}

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.

![Click the toggle next to Expensify Card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_01.png){:width="100%"}

# 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**.

![Click the issue card button]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_02.png){:width="100%"}

3. Select an existing bank account from the list, or follow the steps to add a new one.
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Suggested change
3. Select an existing bank account from the list, or follow the steps to add a new one.
<ol start="3">
<li>Select an existing bank account from the list, or follow the steps to add a new one.</li>
</ol>

Not complete solution but rather a hack @joekaufmanexpensify @DylanDylann

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This is how it will look:

Screenshot 2024-08-02 at 2 25 07 PM


# 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.

![Click the issue card button in the top right]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_03.png){:width="100%"}

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.

![Click issue card to confirm and issue the card]({{site.url}}/assets/images/ExpensifyHelp-WorkspaceFeeds_04.png){:width="100%"}

{% include faq-begin.md %}
**Do you need a specific type of bank account to use the Expensify Card?**

At this time, the Expensify Card requires a US business bank account opened in the name of a business incorporated in the US.

**Can I use the Expensify Card across multiple workspaces?**

You can use the Expensify Card on every workspace you create. However, a settlement account can only be used with the Expensify Card on one workspace. For example, if you’re using the Expensify Card on three workspaces, you need three settlement accounts.

**Can I issue multiple cards to the same employee?**

You can issue an unlimited number of both physical and virtual cards to employees. This supports a wide variety of different use cases, ranging from each employee only having one card, to employees having numerous cards for things like individual trips, specific purchases, etc.
{% include faq-end.md %}

</div>
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