From 6f3d54a9d45fbcfbb615228537ee5e0944724b37 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 27 Nov 2023 21:02:02 -0500 Subject: [PATCH 01/12] Create Cardholder-Settings-and-Features.md --- .../Cardholder-Settings-and-Features.md | 84 +++++++++++++++++++ 1 file changed, 84 insertions(+) create mode 100644 docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md new file mode 100644 index 000000000000..01c1bdf40a0f --- /dev/null +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -0,0 +1,84 @@ +--- +title: Cardholder Settings and Features +description: Expensify Card Settings for Employees +--- + +# How to use your Expensify Card +Once you receive your card, you can start using it right away. + +First, you’ll want to take note of the Smart Limit tied to your card – this is listed in your card settings via **Settings > Account > Credit Card Import**. This limit represents the total amount of unapproved expenses you can have on the card. + +It’s crucial to continuously submit your expenses promptly, as that’ll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted. + +You can swipe your Expensify Card like you would with any other card. As you make purchases, you’ll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically. + +If your organization doesn’t require itemized receipts, you can rely on eReceipts instead. As long as the expense isn’t lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction. + +You can report and submit Expensify Card expenses just like any other expenses. As they’re approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases. + +## Enable Notifications +Download the Expensify mobile app and enable push notifications to stay current on your spending activity. Your card is connected to your Expensify account, so each transaction on your card will trigger a push notification. We’ll also send you a push notification if we detect potentially fraudulent activity and allow you to confirm your purchase. + +Follow the steps below to enable real-time alerts on your mobile device. + +**If you have an iPhone**: +1. Open the Expensify app and tap the three-bar icon in the upper-left corner +2. Tap **Settings** and enable **Receive realtime alerts** +3. Accept the confirmation dialogue to go to your iPhone's notification settings for Expensify. Turn on Allow Notifications, and choose the notification types you’d like! + +**If you have an Android**: +1. Go to Settings and open ‘Apps and Notifications’. +2. Find and open Expensify and enable notifications. +3. Customize your alerts. Depending on your phone model, you may have extra options to customize the types of notifications you receive. + +## Your virtual card +Once you’re assigned a limit, you’ll be able to use your virtual card immediately. You can view your virtual card details via **Settings > Account > Credit Card Import > Show Details**. Keep in mind that your virtual card and physical card share a limit. + +The virtual Expensify Card includes a card number, expiration date, and security code (CVC). You can use the virtual card for online purchases, in-app transactions, and in-person payments once it’s linked to a mobile wallet (Apple Pay or Google Pay). + +## How to access your virtual card details +Here’s how to access your virtual card details via the Expensify mobile app: +1. Tap the three-bar icon in the upper-left corner +2. Tap **Settings > Connected Cards** +3. Under **Virtual Card**, tap **Show Details** + +From there, you can view your virtual card's number, CVV, expiration date, and billing address. + +Here’s how to access your virtual card details via the Expensify web app: +1. Head to **Settings > Account > Credit Card Import** +2. Under **Virtual Card**, click **Show Details** + +From there, you can view your virtual card's card number, CVV, expiration date, and billing address. + +## How to add your virtual card to a digital wallet (Apple Pay or Google Pay) + +To use the Expensify Card for contactless payment, add it to your digital wallet from the mobile app: +1. Tap the three-bar icon in the upper-left corner +2. Tap **Settings > Connected Cards** +3. Depending on your device, tap **Add to Apple Wallet** or **Add to Gpay** +4. Complete the remaining steps + +## Expensify Card declines +As long as you’ve enabled 'Receive real-time alerts,' you’ll get a notification explaining the reason for each decline. You can enable alerts in the mobile app by clicking on the three-bar icon in the upper-left corner > **Settings** > toggle **Receive real-time alerts**. + +Here are some reasons an Expensify Card transaction might be declined: + +- You have an insufficient card limit + - If a transaction exceeds your Expensify Card's available limit, the transaction will be declined. You can see the remaining limit in the mobile app under **Settings > Connected Cards** or in the web app under **Settings > Account > Credit Card Import**. + - Submitting expenses and getting them approved will free up your limit for more spending. + +- Your card isn’t active yet or it was disabled by your Domain Admin +- Your card information was entered incorrectly with the merchant. Entering incorrect card information, such as the CVC, ZIP, or expiration date, will also lead to declines. +There was suspicious activity +- If Expensify detects unusual or suspicious activity, we may block transactions as a security measure + - This could happen due to irregular spending patterns, attempted purchases from risky vendors, or multiple rapid transactions. + - Check your Expensify Home page to approve unusual merchants and try again. + - If the spending looks suspicious, we may complete a manual due diligence check, and our team will do this as quickly as possible - your cards will all be locked while this happens. +- The merchant is located in a restricted country + +# FAQ +## Can I use Smart Limits with a free Expensify account? +If you're on the Free plan, you won't have the option to use Smart Limits. Your card limit will simply reset at the end of each calendar month. + +## I still haven’t received my Expensify Card. What should I do? +For more information on why your card hasn't arrived, you can check out this resource on [Requesting a Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card#what-if-i-havent-received-my-card-after-multiple-weeks). From 0ade02734d08dfc4631b599f4e6f53864823a566 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:14 -0500 Subject: [PATCH 02/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 01c1bdf40a0f..252409cc2d2a 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -34,7 +34,7 @@ Follow the steps below to enable real-time alerts on your mobile device. ## Your virtual card Once you’re assigned a limit, you’ll be able to use your virtual card immediately. You can view your virtual card details via **Settings > Account > Credit Card Import > Show Details**. Keep in mind that your virtual card and physical card share a limit. -The virtual Expensify Card includes a card number, expiration date, and security code (CVC). You can use the virtual card for online purchases, in-app transactions, and in-person payments once it’s linked to a mobile wallet (Apple Pay or Google Pay). +The virtual Expensify Card includes a card number, expiration date, and security code (CVC). You can use the virtual card for online purchases, in-app transactions, and in-person payments once it's linked to a mobile wallet (Apple Pay or Google Pay). ## How to access your virtual card details Here’s how to access your virtual card details via the Expensify mobile app: From 838a8c9b5ed91eac795dfb9a8e20bb1159795b1c Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:23 -0500 Subject: [PATCH 03/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 252409cc2d2a..a98d00bccced 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -80,5 +80,5 @@ There was suspicious activity ## Can I use Smart Limits with a free Expensify account? If you're on the Free plan, you won't have the option to use Smart Limits. Your card limit will simply reset at the end of each calendar month. -## I still haven’t received my Expensify Card. What should I do? +## I still haven't received my Expensify Card. What should I do? For more information on why your card hasn't arrived, you can check out this resource on [Requesting a Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Request-the-Card#what-if-i-havent-received-my-card-after-multiple-weeks). From a9bb0b8a84fac7a86d4557c51fd533fc8ee6a50e Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:32 -0500 Subject: [PATCH 04/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index a98d00bccced..f64af925011c 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -67,7 +67,7 @@ Here are some reasons an Expensify Card transaction might be declined: - If a transaction exceeds your Expensify Card's available limit, the transaction will be declined. You can see the remaining limit in the mobile app under **Settings > Connected Cards** or in the web app under **Settings > Account > Credit Card Import**. - Submitting expenses and getting them approved will free up your limit for more spending. -- Your card isn’t active yet or it was disabled by your Domain Admin +- Your card isn't active yet or it was disabled by your Domain Admin - Your card information was entered incorrectly with the merchant. Entering incorrect card information, such as the CVC, ZIP, or expiration date, will also lead to declines. There was suspicious activity - If Expensify detects unusual or suspicious activity, we may block transactions as a security measure From 17d1ed97487cdc71fa50a0ebfb86cafff0e6d48e Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:42 -0500 Subject: [PATCH 05/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index f64af925011c..2a9c0fc058d4 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -6,7 +6,7 @@ description: Expensify Card Settings for Employees # How to use your Expensify Card Once you receive your card, you can start using it right away. -First, you’ll want to take note of the Smart Limit tied to your card – this is listed in your card settings via **Settings > Account > Credit Card Import**. This limit represents the total amount of unapproved expenses you can have on the card. +First, you'll want to take note of the Smart Limit tied to your card – this is listed in your card settings via **Settings > Account > Credit Card Import**. This limit represents the total amount of unapproved expenses you can have on the card. It’s crucial to continuously submit your expenses promptly, as that’ll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted. From 8bef963a538ed5d99058b91bfbe4bc5182d9810c Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:50 -0500 Subject: [PATCH 06/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 2a9c0fc058d4..f6bb27edb7eb 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -8,7 +8,7 @@ Once you receive your card, you can start using it right away. First, you'll want to take note of the Smart Limit tied to your card – this is listed in your card settings via **Settings > Account > Credit Card Import**. This limit represents the total amount of unapproved expenses you can have on the card. -It’s crucial to continuously submit your expenses promptly, as that’ll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted. +It's crucial to continuously submit your expenses promptly, as that'll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted. You can swipe your Expensify Card like you would with any other card. As you make purchases, you’ll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically. From 9be672c3807ee6b18d2b754f1333b05227edfa92 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:06:56 -0500 Subject: [PATCH 07/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index f6bb27edb7eb..8e9ef507954e 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -10,7 +10,7 @@ First, you'll want to take note of the Smart Limit tied to your card – this is It's crucial to continuously submit your expenses promptly, as that'll ensure they can be approved and restore your full limit. You can always chat with your admin if you need your limit adjusted. -You can swipe your Expensify Card like you would with any other card. As you make purchases, you’ll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically. +You can swipe your Expensify Card like you would with any other card. As you make purchases, you'll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically. If your organization doesn’t require itemized receipts, you can rely on eReceipts instead. As long as the expense isn’t lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction. From 2c9816d0b0c3be2d7f6fefbee7524f270f2ebab3 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:07:04 -0500 Subject: [PATCH 08/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 8e9ef507954e..b84fcb59e3b9 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -17,7 +17,7 @@ If your organization doesn’t require itemized receipts, you can rely on eRecei You can report and submit Expensify Card expenses just like any other expenses. As they’re approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases. ## Enable Notifications -Download the Expensify mobile app and enable push notifications to stay current on your spending activity. Your card is connected to your Expensify account, so each transaction on your card will trigger a push notification. We’ll also send you a push notification if we detect potentially fraudulent activity and allow you to confirm your purchase. +Download the Expensify mobile app and enable push notifications to stay current on your spending activity. Your card is connected to your Expensify account, so each transaction on your card will trigger a push notification. We'll also send you a push notification if we detect potentially fraudulent activity and allow you to confirm your purchase. Follow the steps below to enable real-time alerts on your mobile device. From 02e3950a1fd9cc2fcf74bcc4bdf9d76b2a08fb37 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:07:14 -0500 Subject: [PATCH 09/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index b84fcb59e3b9..9f427aeaf65a 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -12,7 +12,7 @@ It's crucial to continuously submit your expenses promptly, as that'll ensure th You can swipe your Expensify Card like you would with any other card. As you make purchases, you'll get instant alerts on your phone letting you know if you need to SmartScan receipts. Any SmartScanned receipts should merge with the card expense automatically. -If your organization doesn’t require itemized receipts, you can rely on eReceipts instead. As long as the expense isn’t lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction. +If your organization doesn't require itemized receipts, you can rely on eReceipts instead. As long as the expense isn't lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction. You can report and submit Expensify Card expenses just like any other expenses. As they’re approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases. From 87d72b9003fa7c030a3656aca3d30f4b83cf1696 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:07:22 -0500 Subject: [PATCH 10/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 9f427aeaf65a..4b1f714e6ec5 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -44,7 +44,7 @@ Here’s how to access your virtual card details via the Expensify mobile app: From there, you can view your virtual card's number, CVV, expiration date, and billing address. -Here’s how to access your virtual card details via the Expensify web app: +Here's how to access your virtual card details via the Expensify web app: 1. Head to **Settings > Account > Credit Card Import** 2. Under **Virtual Card**, click **Show Details** From 2a1463dbee69e55c82977125a676af84bfa68a5a Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 4 Dec 2023 13:07:28 -0500 Subject: [PATCH 11/12] Update docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md Co-authored-by: Rocio Perez-Cano --- .../expensify-card/Cardholder-Settings-and-Features.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index 4b1f714e6ec5..faa7016fb044 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -59,7 +59,7 @@ To use the Expensify Card for contactless payment, add it to your digital wallet 4. Complete the remaining steps ## Expensify Card declines -As long as you’ve enabled 'Receive real-time alerts,' you’ll get a notification explaining the reason for each decline. You can enable alerts in the mobile app by clicking on the three-bar icon in the upper-left corner > **Settings** > toggle **Receive real-time alerts**. +As long as you've enabled 'Receive real-time alerts', you'll get a notification explaining the reason for each decline. You can enable alerts in the mobile app by clicking on the three-bar icon in the upper-left corner > **Settings** > toggle **Receive real-time alerts**. Here are some reasons an Expensify Card transaction might be declined: From 783268aca9542118037ba728fedd3441325a77f3 Mon Sep 17 00:00:00 2001 From: Rocio Perez-Cano Date: Mon, 4 Dec 2023 13:11:23 -0500 Subject: [PATCH 12/12] Apply suggestions from code review --- .../expensify-card/Cardholder-Settings-and-Features.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md index faa7016fb044..bc0cb28f42b1 100644 --- a/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md +++ b/docs/articles/expensify-classic/expensify-card/Cardholder-Settings-and-Features.md @@ -14,7 +14,7 @@ You can swipe your Expensify Card like you would with any other card. As you mak If your organization doesn't require itemized receipts, you can rely on eReceipts instead. As long as the expense isn't lodging-related, Expensify will automatically generate an IRS-compliant eReceipt for every transaction. -You can report and submit Expensify Card expenses just like any other expenses. As they’re approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases. +You can report and submit Expensify Card expenses just like any other expenses. As they're approved, your Smart Limit will be refreshed accordingly, allowing you to keep making purchases. ## Enable Notifications Download the Expensify mobile app and enable push notifications to stay current on your spending activity. Your card is connected to your Expensify account, so each transaction on your card will trigger a push notification. We'll also send you a push notification if we detect potentially fraudulent activity and allow you to confirm your purchase. @@ -27,17 +27,17 @@ Follow the steps below to enable real-time alerts on your mobile device. 3. Accept the confirmation dialogue to go to your iPhone's notification settings for Expensify. Turn on Allow Notifications, and choose the notification types you’d like! **If you have an Android**: -1. Go to Settings and open ‘Apps and Notifications’. +1. Go to Settings and open 'Apps and Notifications'. 2. Find and open Expensify and enable notifications. 3. Customize your alerts. Depending on your phone model, you may have extra options to customize the types of notifications you receive. ## Your virtual card -Once you’re assigned a limit, you’ll be able to use your virtual card immediately. You can view your virtual card details via **Settings > Account > Credit Card Import > Show Details**. Keep in mind that your virtual card and physical card share a limit. +Once you're assigned a limit, you'll be able to use your virtual card immediately. You can view your virtual card details via **Settings > Account > Credit Card Import > Show Details**. Keep in mind that your virtual card and physical card share a limit. The virtual Expensify Card includes a card number, expiration date, and security code (CVC). You can use the virtual card for online purchases, in-app transactions, and in-person payments once it's linked to a mobile wallet (Apple Pay or Google Pay). ## How to access your virtual card details -Here’s how to access your virtual card details via the Expensify mobile app: +Here's how to access your virtual card details via the Expensify mobile app: 1. Tap the three-bar icon in the upper-left corner 2. Tap **Settings > Connected Cards** 3. Under **Virtual Card**, tap **Show Details**