Workyard

Welcome to the Workyard Expense Product FAQ Hub. This is your first stop if you have questions about the Expense product.

Workyard Expense Product

Learn how to apply for the Expense card, what to expect during the approval process, and what happens if your application is denied.

How to Apply for the Workyard Expense Product

Learn which team members can access and manage the Expense product in Workyard.

Who Can Access the Expense Product

Learn how to issue virtual or physical cards, control spending, and manage team card access.

How to Issue and Manage Workyard Expense Visa® Debit Cards

How to Complete and Activate Your Workyard Expense Application

If you believe a transaction on your Workyard account was unauthorized or incorrect, we're here to help. Here's what you need to know and how to get the process started.

How to Dispute a Transaction on Your Workyard Card

You received your physical Workyard Debit Card, now what?

Workyard Debit Card Activation

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Parisa Gonzalez

Everything you need to set up, manage, and use the Workyard Expense Product,

Expense Product

Learn how to add funds to your Workyard Business Checking Account to enable spending on your team’s Expense Cards.

How to Add Funds to Your Workyard Expense Account

How to turn on Auto Top-Up so your Workyard Business Checking balance refills automatically and your expense cards stay funded in the field.

Set Up Automatic Balance Top-Up for Expense Cards

Learn how you can fund your Workyard Business Checking Account

Funding

Exporting Expense Transactions to QuickBooks Online

How to export Workyard Debit Card transactions — including receipts, projects, and cost codes — to QuickBooks Desktop via the QuickBooks Web Connector.

Exporting Expense Transactions to QuickBooks Desktop

Use the Workyard Transactions CSV export to bring your Workyard Debit Card transactions into any accounting or ERP system.

How to export your Workyard expense transactions for accounting

This article walks you through creating a connected application in Acumatica and using it to link your Acumatica account to Workyard.

How to Connect Acumatica to Workyard

Connect your Workyard expense data to your accounting or ERP platform. Find native integration guides plus CSV-based options that work with any system.

Accounting / ERP Integrations

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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