Set up or ensure you already have a Corporate policy and that Domain Control is enabled. Information about Corporate policy and Domain Control can be found here
Once Corporate policy and Domain Control are turned on, navigate to Admin > Domain Control > [select domain] > Company Cards (from within Expensify)
Log in using the credentials (user name and password) for your “master” PEX Administrator. This is the first administrator created for your PEX Account
NOTE:Commercial Feed and Visa Feeds are not needed in this process. Expensify is a PEX partner and imports all transactional data directly via the PEX API.
- If a Connection Error presents itself, this typically means that Expensify has lost their connection with PEX or the login credentials have changed. Proceed to disconnect and reconnect or update your login credentials through Expensify.
- Recently reset your password in PEX? You’ll be required to also update your login credentials to gain access to Expensify. Failure to re-login/re-establish those same credentials on Expensify will result in an error message.