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[No QA] Revise prerequisites for Expensify Card setup #91773

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strepanier03 merged 4 commits into from
May 27, 2026
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[No QA] Revise prerequisites for Expensify Card setup #91773

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Revise prerequisites for Expensify Card setup
Christinadobrzyn May 26, 2026
35ca170
Update prerequisites with login email guide link
Christinadobrzyn May 26, 2026
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Christinadobrzyn May 27, 2026
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Update docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-t…
Christinadobrzyn May 27, 2026
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4 changes: 3 additions & 1 deletion docs/articles/new-expensify/expensify-card/Set-Up-and-Manage-the-Expensify-Card.md
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Expand Up @@ -16,7 +16,9 @@ Workspace Admins can enable and issue Expensify Visa® Commercial Cards to manag
- Spend restrictions by employee and merchant
- Real-time visibility and cash back rewards

**Prerequisites:** You must be a workspace admin and have a U.S. business bank account connected to Expensify. See this guide on [connecting a business bank account](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account).
**Prerequisites:**
1. Your primary login must be an email associated with your company's domain. See this guide on [updating your login](/articles/new-expensify/settings/Update-Email-Address).
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Anchor text violation: Per HELP_AUTHORING_GUIDELINES.md Section 7 ("Anchor Text Rules"), avoid vague anchors like "this guide" or "this article." Use descriptive task-based formats instead.

"See this guide on [updating your login]" should use a clearer pattern such as:

  • "Learn how to [update your email address]"

This also applies to line 21: "See this guide on [connecting a business bank account]" should become something like "Learn how to [connect a business bank account]".

2. You must be a Workspace Admin and have a U.S. business bank account connected to Expensify. See this guide on [connecting a business bank account](/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account).
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Cross-link placement violation: Per HELP_AUTHORING_GUIDELINES.md Section 7 ("Link Formatting"), links must not be placed inside numbered step instructions: "Do not place links inside numbered step instructions. Do not interrupt procedural flow with inline links."

These prerequisites are formatted as a numbered list with inline links, which violates this rule. Consider restructuring so the links appear after the numbered list, for example:

**Prerequisites:** 
1. Your primary login must be an email associated with your company's domain.
2. You must be a Workspace Admin and have a U.S. business bank account connected to Expensify.

Learn how to [update your email address](/articles/new-expensify/settings/Update-Email-Address) or [connect a business bank account](/articles/new-expensify/wallet-and-payments/Connect-a-Business-Bank-Account).


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