Step 1: Check to see that your Domain Control is turned on to ensure that you, as the Domain admin, are able to assign cards to users
Step 2: Confirm that the card you are looking for has been used by the cardholder in the last week (cards will only be able to be automatically imported if there are cleared transactions within the last 5 days)
Step 4: If you are seeing cards (and they are assigned) and transactions are not syncing, please log in to your Expensify account again, wait overnight, or manually update the cards in order to bring in transactions
Important note: Transactions won't be syncing immediately after assignment and can take up to 24 hours to appear in Expensify.
If you are still having issues, please contact Expensify by emailing firstname.lastname@example.org
or send them an in-app message from the Help and Feedback section (click on your user icon to reveal this when using the Expensify web app) of the Expensify website.
Expensify responds to all customer questions as soon as they're able and in the order in which they were received.
Here are the best guidelines to follow to help you get the best and fastest support from Expensify:
- If you're emailing, write to them from the email address associated with your Expensify account so they know where to look
Ask clear and specific questions, as well as provide specific examples (e.g., email addresses of affected users, report IDs, etc.). Since this is not a live chat, this will help Expensify expedite researching your issue and allow them to speak to any other teams that may be necessary to troubleshoot with you
- Finally, understand that the Expensify team is trying to do its very best to help, so please be courteous, respectful, and patient
Consider checking their Customer Community
forum. There, they offer peer-to-peer support so that you can look for answers and ask questions 24/7.