From b7619cdd7cbee4189af95b2bc150ba3f98f6f8da Mon Sep 17 00:00:00 2001 From: Maria DCosta Date: Wed, 28 Jan 2026 13:14:20 +0400 Subject: [PATCH 1/4] Add information for admins on freezing/unfreezing an Expensify Card --- .../Set-Up-and-Manage-the-Expensify-Card.md | 25 +++++++++++++++++++ 1 file changed, 25 insertions(+) diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md index 28283bee1e09..c36dbc37a691 100644 --- a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -82,6 +82,31 @@ You can issue virtual or physical cards to employees: --- +# Freeze or unfreeze Expensify Cards + +As a Workspace Admin, you can freeze or unfreeze any card in your workspace - without needing to cancel or reissue it. + +Freezing a card is helpful if: +- You suspect misuse or a policy violation +- You want to temporarily pause employee spending +- You're enforcing a department-wide budget freeze + +### To freeze or unfreeze a card: + +1. Go to **Settings > Workspaces > [Workspace Name] > Expensify Card**. +2. Click a card from the list to open its details pane. +3. Tap **Freeze card** or **Unfreeze card**. +4. Confirm the action in the popup modal. + +Once frozen: +- The card immediately stops working for purchases +- You'll see a note below the card indicating who froze the card and when +- The employee sees the same message and cannot unfreeze the card themselves + +All freeze/unfreeze actions are automatically posted to the workspace chat. + +--- + # FAQ ## What kind of bank account is required? From b8af5a39f98e226c3f640bf15ec293623d13567c Mon Sep 17 00:00:00 2001 From: Maria D'Costa Date: Fri, 10 Apr 2026 12:53:30 +0400 Subject: [PATCH 2/4] Apply suggestions from code review Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../expensify-card/Set-Up-and-Manage-the-Expensify-Card.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md index c36dbc37a691..1e0668891cae 100644 --- a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -82,7 +82,7 @@ You can issue virtual or physical cards to employees: --- -# Freeze or unfreeze Expensify Cards +## How to freeze or unfreeze Expensify Cards As a Workspace Admin, you can freeze or unfreeze any card in your workspace - without needing to cancel or reissue it. @@ -91,11 +91,11 @@ Freezing a card is helpful if: - You want to temporarily pause employee spending - You're enforcing a department-wide budget freeze -### To freeze or unfreeze a card: +## How to freeze or unfreeze a card 1. Go to **Settings > Workspaces > [Workspace Name] > Expensify Card**. 2. Click a card from the list to open its details pane. -3. Tap **Freeze card** or **Unfreeze card**. +3. Click **Freeze card** or **Unfreeze card**. 4. Confirm the action in the popup modal. Once frozen: From 2baa338a6f0c7727c07fe17c21383ac9774e2102 Mon Sep 17 00:00:00 2001 From: "Maria D'Costa (via MelvinBot)" Date: Fri, 10 Apr 2026 08:57:02 +0000 Subject: [PATCH 3/4] Update freeze/unfreeze card section to comply with HelpDot guidelines Merge duplicate headings into a single task-based heading and convert the second heading to a plain text intro line. Co-authored-by: Maria D'Costa --- .../expensify-card/Set-Up-and-Manage-the-Expensify-Card.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md index 1e0668891cae..1ff51cd74cbe 100644 --- a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -82,16 +82,16 @@ You can issue virtual or physical cards to employees: --- -## How to freeze or unfreeze Expensify Cards +## How to freeze or unfreeze an Expensify Card -As a Workspace Admin, you can freeze or unfreeze any card in your workspace - without needing to cancel or reissue it. +As a Workspace Admin, you can freeze or unfreeze any card in your workspace without needing to cancel or reissue it. Freezing a card is helpful if: - You suspect misuse or a policy violation - You want to temporarily pause employee spending - You're enforcing a department-wide budget freeze -## How to freeze or unfreeze a card +To freeze or unfreeze a card: 1. Go to **Settings > Workspaces > [Workspace Name] > Expensify Card**. 2. Click a card from the list to open its details pane. From 35ef0e6f59c6f35d71d3a5416960182cbf430e64 Mon Sep 17 00:00:00 2001 From: Maria DCosta Date: Fri, 10 Apr 2026 13:04:46 +0400 Subject: [PATCH 4/4] Update to level 1 heading --- .../expensify-card/Set-Up-and-Manage-the-Expensify-Card.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md index 9f7d3e375273..cfa03397d57c 100644 --- a/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md +++ b/docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md @@ -97,7 +97,7 @@ If a card reaches its expiration date, it automatically deactivates and declines --- -## How to freeze or unfreeze an Expensify Card +# How to freeze or unfreeze an Expensify Card As a Workspace Admin, you can freeze or unfreeze any card in your workspace without needing to cancel or reissue it.