Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update Deactivate-or-cancel-an-Expensify-Card.md #54851

Merged
merged 1 commit into from
Jan 9, 2025
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
Expand Up @@ -4,25 +4,41 @@ description: Close an Expensify Card
---
<div id="expensify-classic" markdown="1">

A cardholder or a Domain Admin can cancel an Expensify Card. You may want to cancel a card:
- To cancel an old Expensify Card after upgrading to the new Expensify Visa® Commercial Card
A cardholder can cancel an Expensify Card themselves, or a Domain Admin can deactivate it. You may want to cancel or deactivate a card:
- After a fraudulent or suspicious charge
- When an Expensify Card is lost or damaged
- After an employee leaves the company

# Cardholders

To cancel an Expensify Card assigned to you,

1. Hover over Settings, then click **Account**.
2. Click the **Credit Card Import** tab.
3. Click **Request a New Card** next to the card.
4. Choose a reason.
5. Confirm your address details for shipping a new card.
6. Consult this [guide](https://help.expensify.com/articles/expensify-classic/expensify-card/Dispute-A-Transaction) for how to dispute fraudulent transactions (where relevant).

# Domain Admins

To cancel an employee's Expensify Card as a Domain Admin,
To deactivate an employee's Expensify Card as a Domain Admin,

1. Hover over Settings, then click **Domains**.
2. Click the name of the domain.
3. Next to the card, click **Terminate**.
3. Next to the card, click **Edit Limit**.
4. Ensure the Custom Smart Limit toggle is enabled to be able to set a specific card limit. Otherwise, the card limit will be determined by the limit set for the group that the employee is in.
5. In the Limit Amount field, set the limit to $0. The card will be disabled for use until the limit is increased.
6. Click **Save**.

# Cardholders
Note: If you have concerns about fraudulent access to a Domain Admin's user account, please message Concierge or email [email protected] immediately. If necessary, our support team can manually suspend Expensify cards outside of the Expensify Domain as a temporary measure if your account is compromised.

To cancel an Expensify Card assigned to you,
# Terminating an old Expensify Card after upgrading to the new Expensify Visa® Commercial Card

1. Hover over Settings, then click **Account**.
2. Click the **Credit Card Import** tab.
3. Click **Cancel** next to the card.
To terminate old Expensify Cards that have since been upgraded,

1. Hover over Settings, then click **Domains**.
2. Click the name of the domain.
3. Next to the card, click **Terminate**.

</div>
Loading