From d7348163bcada16d762c45aa37be4d32a57422fe Mon Sep 17 00:00:00 2001 From: "Gandalf (via MelvinBot)" Date: Tue, 5 May 2026 19:20:43 +0000 Subject: [PATCH] Docs: Add cash back toggle documentation to Expensify Card help articles Update Set-Up-and-Manage-the-Expensify-Card and Expensify-Card-Perks articles to document the new "Apply cash back to my Expensify bill" toggle available in Expensify Card Settings for US card programs. Co-authored-by: Gandalf --- .../expensify-card/Expensify-Card-Perks.md | 2 ++ .../Set-Up-and-Manage-the-Expensify-Card.md | 18 +++++++++++++++++- 2 files changed, 19 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md b/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md index 67221b8e8d8a..8017c5393755 100644 --- a/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md +++ b/docs/articles/new-expensify/expensify-card/Expensify-Card-Perks.md @@ -14,6 +14,8 @@ From cash-back rewards to discounts on popular services, the Expensify Card offe ## Cashback Get 1% cash back with every swipe — no minimums necessary — and 2% back if you spend $250k+/month across cards. This applies to US purchases only. +By default, cash back is applied toward your Expensify bill. Workspace Admins can change this in **Workspaces > [Workspace Name] > Expensify Card > Settings** by toggling **Apply cash back to my Expensify bill** off to send cash back to the settlement account instead. + ## Discounts on Monthly Expensify Bill Get the Expensify Visa® Commercial Card and use it for at least half of your organization's monthly expenses to save 50% on your monthly Expensify bill. diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md index cfa03397d57c..23014ec71857 100644 --- a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -84,7 +84,7 @@ You can issue virtual or physical cards to employees: - Limit type - Card name - Deactivation -4. To change the linked bank account or update settlement frequency, click **Settings**. +4. To change the linked bank account, update settlement frequency, or manage cash back settings, click **Settings**. ![Click Expensify Card in the left menu to see a list of cards]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_05.png){:width="100%"} @@ -92,6 +92,22 @@ You can issue virtual or physical cards to employees: ![Click Settings to adjust the settlement account or frequency]({{site.url}}/assets/images/ExpensifyHelp-ExpensifyCard_08.png){:width="100%"} +--- + +## How to apply Expensify Card cash back to your Expensify bill + +Workspace Admins with a US Expensify Card program can choose whether their Expensify Card cash back is applied toward their Expensify bill or sent to their settlement account. This setting is enabled by default. + +1. From the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces > [Workspace Name] > Expensify Card**. +2. Click **Settings**. +3. Toggle **Apply cash back to my Expensify bill** on or off. + +When enabled, cash back earned from the Expensify Card is automatically applied toward payment for your Expensify bill. When disabled, cash back is sent to your settlement account instead. + +**Note:** This setting is only available for US card programs and is not shown for workspaces on an invoiced subscription. + +--- + If a Single-use card completes its first successful transaction, it automatically deactivates. If a card reaches its expiration date, it automatically deactivates and declines new transactions.