[No QA] Consolidated help docs: new-expensify/connect-credit-cards

docs/articles/new-expensify/connect-credit-cards/Configure-Company-Card-Settings.md

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+---
+title: Configure Company Card Settings
+description: Learn how to manage third-party company card feeds in Expensify, including commercial and direct feeds, accounting exports, and automated eReceipts.
+keywords: [New Expensify, company cards, card feed settings, third-party cards, commercial feeds, direct feeds, accounting exports, ereceipts, expense automation, card management, e-receipt, electronic receipt, digital receipt, auto-generated receipt, card admin]
+internalScope: Applies to Workspace Admins and Card Admins. Covers how to manage third-party feed settings on the workspace level. Does not cover company card troubleshooting, setup or card assignment. 
+---
+
+# Configure Company Card Settings
+
+Workspace Admins can manage company card settings, export logic, and eReceipt functionality at the workspace level. Card Admins can manage company card feed settings and assign export accounts to individual cards. This guide outlines how to configure your company card connection, route expenses to accounting systems, and automate receipt handling.
+
+To set up a direct company credit card feed on a Workspace, see [Direct Feeds](/articles/new-expensify/connect-credit-cards/Direct-feeds). 
+
+To set up a commercial card file feed on a Workspace, see [Commercial Feeds](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds). 
+
+---
+
+## How to configure settings for company card feeds 
+
+1. In the navigation tabs (on the left on web, on the bottom on mobile) navigate to **Workspaces > [Workspace Name]**.
+2. Select **Company Cards** and chose the relevant company card feed. 
+3. Click **Settings**. 
+
+You can manage the following options:
+
+- **Card feed name**  
+  Update the name of the card feed to help identify it.
+
+  For commercial card feeds, this name also appears on each imported expense. The **Card** row in the expense details shows the card feed name followed by the last four digits of the card, for example **Visa cards - 1234**.
+
+- **Allow deleting transactions**  
+  Enable this setting to allow cardholders to delete card transactions.
+
+  **Note:** This setting only applies to transactions imported after the setting is enabled.
+
+- **Assign new cards** (direct feeds only)  
+  Reconnects to your bank to refresh the card list so newly issued cards appear in the assignment UI.
+
+- **Remove card feed**  
+  Remove the card feed from the workspace and unassign all cards. If the feed is not connected to another workspace, it is permanently deleted.
+
+  **Note:** Removing the feed or unassigning a card deletes all imported expenses in the **Unreported** and **Draft** states.
+
+![Tap settings to open the card feed settings page]({{site.url}}/assets/images/Direct Feed HelpDot Images/directfeeds_12.png){:width="100%"}
+
+---
+
+## How to export transactions to your accounting system
+
+If you’ve connected accounting software (like **QuickBooks**, **NetSuite**, or **Xero**), you can export company card expenses either to a **central account** or **individual accounts**.
+
+## How to export to a central account
+
+To apply this setting to all card expenses in the workspace:
+
+1. Go to **Workspaces > [Workspace Name] > Accounting > Connections > Export**.
+2. Under **Export company card expenses as**, choose **Central account**.
+
+## How to export to individual accounts
+
+To override the central export account per card:
+
+1. Go to **Workspaces > [Workspace Name] > Company Cards**.
+2. Click on an assigned card to open the **Card Details** page.
+3. Select a specific **export account** for that card.
+
+**Note:** If the card is set to Default option, the central export account will be used.
+
+---
+
+## How to use eReceipts with third-party card Feeds
+
+**eReceipts** are digital receipts that replace paper ones for many USD transactions of $75 or less on commercial and direct card feeds.
+
+1. Go to **Workspaces > [Workspace Name] > More Features** and toggle on **Rules**.
+2. Navigate to the **Rules** section.
+3. Enable **eReceipts**.
+
+**Things to Note:**
+- eReceipts are not generated for certain categories, like **lodging**.
+- Missing or incorrect category data may prevent eReceipts from being applied.
+- Manually re-categorizing an expense can invalidate an existing eReceipt.
+
+---
+
+# FAQ
+
+## Are commercial and direct card feeds limited by plan?
+
+Yes, below is a breakdown:  
+- On the **Collect plan**, you can connect one [commercial](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds) or [direct feed](https://help.expensify.com/articles/new-expensify/connect-credit-cards/Direct-feeds).
+- The **Control plan** supports **unlimited** card connections.
+- The [Expensify Card](https://use.expensify.com/company-credit-card) is available on **both plans**.
+
+## When do direct or commercial feed transactions import?
+
+Transactions import **after a card is assigned**. Once a purchase **posts** (typically within 1–3 business days), it will appear in the cardholder’s account.
+
+**Note:** Pending transactions are not imported.
+

docs/articles/new-expensify/connect-credit-cards/Fix-a-Broken-Company-Card-Feed-Connection.md

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+---
+title: Fix a Broken Company Card Feed Connection
+description: Learn how to fix a broken company card connection in Expensify so transactions resume importing correctly.
+keywords: [fix company card connection, troubleshoot card feed, Expensify card errors, reconnect bank feed, log into your bank, couldn't load this feed, temporary bank issue, can't auto-match receipt]
+internalScope: Audience is Workspace Admins. Covers fixing broken company card connections, which feeds can be reconnected in Expensify, resolving connection errors, and recognizing temporary bank issues that resolve on their own. Does not cover CSV imports, missing transactions, or feed monitoring.
+---
+
+# Fix a Broken Company Card Feed Connection
+
+When a company card connection breaks, transactions stop importing. Workspace Admins can reconnect the card feed so expenses resume importing. 
+
+---
+## How to know if your company card connection is broken
+
+Workspace Admins see indicators in Expensify when a company card feed is broken: 
+
+- A notification appears in the **Time Sensitive** section on **Home**.
+- Concierge sends a message to the #admins room
+- A red dot appears on the card feed with a broken connection message. On a direct (bank-connected or Plaid) feed, the message is “Card feed connection is broken. Please log into your bank so we can establish the connection again.” and **log into your bank** is a link that starts the reconnect.
+- An expense with an imported card receipt shows a pending message that the bank connection is broken or needs re-authentication
+
+These reminders appear while the connection has recently broken. If a company card feed has gone 90 days or more without a successful sync, the **Time Sensitive** notification on **Home** and the red dot on the workspace row stop showing. The “Card feed connection is broken” banner remains on the **Company cards** page for direct (bank-connected) feeds, so a Workspace Admin can still reconnect the feed at any time.
+
+---
+
+## How to fix a broken company card connection
+
+If your direct (bank-connected or Plaid) company card feed stops working, a Workspace Admin can reconnect it from the workspace.
+
+1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Workspaces > [Workspace name]**. 
+2. Select **Company cards**.
+3. Locate the card feed with a red dot indicator and the message “Card feed connection is broken. Please log into your bank so we can establish the connection again.”
+4. Select **log into your bank** in that message.
+5. Complete the login in the bank window that opens.
+
+The panel stays open while you log into your bank and closes on its own once the reconnect finishes.
+
+---
+
+## What to do when a company card feed can’t be reconnected in Expensify
+
+Only direct (bank-connected or Plaid) feeds can be reconnected from Expensify, because those are the only feeds Expensify holds a bank login for. A commercial feed, or a feed you import from a spreadsheet, shows “Your card connection is broken.” with no **log into your bank** link.
+
+To fix those feeds:
+
+- For a commercial feed, contact your bank and ask them to resume sending the transaction file for your card program.
+- For a feed you import from a spreadsheet, upload a new file containing the missing transactions.
+
+[Learn how to set up a commercial card feed connection](/articles/new-expensify/connect-credit-cards/Set-up-a-Commercial-Card-Feed-Connection).
+
+---
+
+## How to troubleshoot company card connection errors
+
+If you see an error while reconnecting, use the guidance below:
+
+**Error: Too many attempts**
+ - **What it means:** Your login was attempted too many times in a short period.
+ - **What to do:** Wait 24 hours before trying again.
+
+**Error: Invalid credentials / Login failed**
+ - **What it means**: Your bank login failed authentication.
+ - **What to do:** Log into your bank directly to confirm the credentials, and check for bank-side maintenance or password resets that may be affecting login. 
+
+**Error: Account setup required**
+ - **What it means:** Your bank requires an additional step before allowing connections.
+ - **What to do:** Complete any required actions in your bank’s portal, then try again
+
+**Error: Direct Connect not enabled**
+ - **What it means:** Your bank requires Direct Connect to be activated.
+ - **What to do:** Enable Direct Connect in your bank portal (typically under security or download settings)
+
+**Error: Account not found / Card number changed**
+ - **What it means:** The card number changed or the account is no longer active.
+ - **What to do:** Import the new card using the updated number
+
+**Error: General connection issue**
+ - **What it means:** Temporary downtime or maintenance from your bank or connection provider
+ - **What to do:** Wait and try again later
+
+**Error: Bank connection needs re-authentication**
+ - **What it means:** Your bank requires you to re-authenticate the connection before transactions can resume importing. Until you reconnect, affected expenses show a pending message that the bank connection needs re-authentication.
+ - **What to do:** Go to **Company cards**, select the affected card feed, and follow the prompts to reconnect and restore the connection.
+
+**Error: Couldn't load this feed**
+ - **What it means:** Your bank login succeeded, but Expensify couldn’t import the feed’s accounts afterwards. The panel shows “Couldn't load this feed” with the message “Oops... something went wrong and your request could not be completed. Please try again later.”
+ - **What to do:** Select **Got it** to return to **Company cards**, then start the reconnect again. If it fails again, contact Concierge with the card feed name.
+
+---
+
+## How to recognize a temporary bank issue on a company card expense
+
+Not every card connection message means the feed is broken. When your bank returns a temporary error, Expensify holds the expense and shows this message on it instead:
+
+“Can't auto-match receipt due to a temporary bank issue. Please try again later.”
+
+This message means the bank couldn't be reached right now, not that the card feed needs reconnecting.
+
+- Do not reconnect the card feed. The connection is still valid.
+- No Workspace Admin or member action is required.
+- Expensify retries automatically, and the message clears once the transaction imports and matches the receipt.
+
+Both members and Workspace Admins see this message on the expense and in the expense report header, whether the card is a company card or a personal card.
+
+If the same expense still shows the message after several days, check the card feed for a “Card feed connection is broken” message and reconnect it using the steps above, or contact Concierge.
+
+---
+
+## What happens after you fix a company card connection
+
+When a company card connection is fixed, the card feed reconnects to your bank and the red dot error message disappears. 
+
+ - The panel closes on its own once the reconnect finishes.
+ - New transactions begin importing again. 
+ - Any missing transactions during downtime will import automatically.
+
+If you started assigning a card and the reconnect ran partway through, the panel closes when the feed reconnects instead of returning you to the assignment. Assign the card again from **Company cards** once the red dot clears.
+
+---
+
+## How to connect a company card using an alternative method
+
+If the company card feed connection continues to fail, you can connect your card using an alternative method.
+
+Expensify supports connecting company cards through Plaid as a fallback option. [Learn how to set up a direct connection using Plaid](/articles/new-expensify/connect-credit-cards/Set-up-a-Direct-Company-Card-Feed-Connection).
+
+---
+
+# FAQ
+
+## Why was I notified that my company card feed is broken?
+
+Workspace Admins are alerted on the Home page and in the #admins room when a card feed stops working so it can be fixed quickly.
+
+## What do I do if company card expenses are still missing after fixing the feed? 
+
+After fixing the feed, you can update an assigned company card manually from the Company cards list: 
+1. Click on the company card you want to update
+2. Select **Update card**
+
+## Why does my expense say “Can't auto-match receipt due to a temporary bank issue”?
+
+Your bank returned a temporary error, so Expensify couldn't pull the card transaction to match against the receipt. The card feed is not broken, so there's nothing to reconnect. Expensify retries automatically and the message clears once the transaction imports.
+
+## Why doesn’t my broken card feed have a log into your bank link?
+
+The link only appears on direct (bank-connected or Plaid) feeds. Commercial feeds and feeds imported from a spreadsheet show “Your card connection is broken.” without the link, because Expensify doesn’t hold a bank login for them. Contact your bank for a commercial feed, or upload a new file for a spreadsheet import.
+
+## Why did the reconnect panel close before I finished assigning a card?
+
+If a card feed needs reconnecting while you're assigning a card, Expensify sends you to the bank login first and closes the panel once the feed reconnects. Your assignment isn't saved. Go back to **Company cards** and assign the card again.
+
+## What should I do if the connection still fails after retrying?
+
+Double-check your bank credentials by logging into your bank, and complete any required steps in your bank portal. If the issue continues, contact Concierge with the cardholder email and last four digits of the card.
+
+## Why did the Home notification and workspace red dot disappear while the feed is still broken?
+
+If a company card feed has gone 90 days or more without a successful sync, Expensify stops showing the proactive reminders — the **Time Sensitive** notification on **Home** and the red dot on the workspace row. For direct (bank-connected) feeds, the “Card feed connection is broken” banner stays on the **Company cards** page, so a Workspace Admin can still reconnect the feed and clear the error whenever they're ready.
+