Merge pull request #33463 from Expensify/Christinadobrzyn-patch-1

Update Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md

docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md

@@ -185,15 +185,20 @@ Expensify supports direct card feeds from most financial institutions. Setting u
 
 ![If you have existing corporate cards](https://help.expensify.com/assets/images/playbook-existing-corporate-card.png){:width="100%"}
 
-As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. One benefit of the Expensify Card for your company is being able to see transactions at the point of purchase which provides you with real-time compliance. We even send users push notifications to SmartScan their receipt when it’s required and generate IRS-compliant e-receipts as a backup wherever applicable. 
+As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. The Expensify Card has many benefits for your company. Two in particular that are worth mentioning are: 
+
+1. Seeing transactions at the point of purchase provides you with real-time compliance. We even send users push notifications to SmartScan their receipt when it’s required and generate IRS-compliant e-receipts as a backup wherever applicable.
+
+2. The option to issue Unlimited Virtual Cards with a fixed or monthly limit for specific company purchases (ex., Marketing purchases, Advertising, Travel, etc).
 
 ### If you don't have a corporate card, use the Expensify Card (US only)
 Expensify provides a corporate card with the following features:
 
-- Up to 2% cash back (up to 4% in your first 3 months!)
+- Up to 2% cash back
 - [SmartLimits](https://help.expensify.com/articles/expensify-classic/expensify-card/Card-Settings) to control what each individual cardholder can spend
 - A stable, unbreakable real-time connection (third-party bank feeds can run into connectivity issues)
-- Receipt compliance - informing notifications (eg. add a receipt!) for users *as soon as the card is swiped*
+- Receipt compliance - informing notifications (e.g. add a receipt!) for users *as soon as the card is swiped*
+- Unlimited Virtual Cards - single-purpose cards with a fixed or monthly limit for specific company purchases
 - A 50% discount on the price of all Expensify plans
 - Multiple discounts and savings on a host of partner tech suppliers 
 - Good Karma - 10% of all card interchange we earn goes directly to the Expensify.org Social Justice Community funds
@@ -202,13 +207,14 @@ The Expensify Card is recommended as the most efficient way to manage your compa
 
 Here’s how to enable it:
 
-1. There are *two ways* you can [apply for the Expensify Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company)
+1. You can [apply for the Expensify Card](https://help.expensify.com/articles/expensify-classic/expensify-card/Set-Up-the-Card-for-Your-Company)
       - *Via your tasks on the Home page* 
       - *Via Domain Settings* - Go to Settings > Domain > Company Cards > Enable Expensify Card
-2. Assign the cards to your employees
+2. Assign virtual and physical cards to your employees
 3. Set *SmartLimits*:
       - *Employees* - We recommend a low limit for most employees, roughly double the size of the maximum daily spend – such as $1000.  
-      - *Execs* - We recommend a higher limit for executives, roughly 10x the limit of a non-executive employee (eg, $10,000).
+      - *Execs* - We recommend a higher limit for executives, roughly 10x the limit of a non-executive employee (e.g., $10,000).
+      - You can also issue Unlimited Virtual Cards to any employee. These are single-purpose cards with a set SmartLimit that can be used for specific company purchases
 
 Once the Expensify Cards have been assigned, each employee will be prompted to enter their mailing address so they can receive their physical card. In the meantime, a virtual card will be ready to use immediately.
 

docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md

@@ -59,7 +59,7 @@ Here’s how to set it up:
 Once this is done, you are all set to begin the process of enabling the Expensify Card. Not just for you, but if you have a co-founder, you can also issue them a card.
 
 ## Step 5: Get the Expensify Card
-If you linked your business bank account in the previous step, you are immediately eligible for the Expensify Card. The Expensify Card is included with your Free Plan workspace, it earns you up to 2% cash back (up to 4% in your first 3 months!), and they are all stored in your team’s workspace. It’s easy to apply and it takes minutes!
+If you linked your business bank account in the previous step, you are immediately eligible for the Expensify Card. The Expensify Card is included with your Free Plan workspace, it earns you up to 2% cash back, and they are all stored in your team’s workspace. It’s easy to apply, and it takes minutes!
 
 Here’s how to enable the Expensify Card:
 
@@ -71,7 +71,9 @@ Here’s how to enable the Expensify Card:
 6. Set a SmartLimit > $0
 7. We’ll also ask you for your mailing address to send you a physical Expensify Card
 
-You’ll be issued a virtual card that you can use immediately, however, in 1-3 business days your Expensify Card will arrive. You can use the Expensify Card anywhere Visa is accepted.
+You’ll be issued a virtual card that you can use immediately, and in 1-3 business days, your Expensify Card will arrive. You can use the Expensify Card anywhere Visa is accepted.
+
+In addition to physical and virtual cards, you can issue Unlimited Virtual Cards with a fixed or monthly limit for specific company purchases (ex., Marketing purchases, Advertising, Travel, etc).
 
 ## Step 6: View and Pay Bills
 Whether it’s online services or vendors you work with to grow your project, you likely have bills to pay. And now that you have your business bank account linked, you can easily pay bills directly from Expensify. Seeing as these are project-related expenses, we’ll capture them for you for future reference directly within your project’s workspace.

docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-VC-Backed-Startups.md

@@ -144,13 +144,20 @@ Expensify supports direct card feeds from most financial institutions. Setting u
 4. Set a transaction start date
   - If you don’t have a backlog of transactions you’d like to account for, feel free to skip this step.
 
-As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. However, with the Expensify Card, we’re able to bring in transactions at the point of sale which provides you with real-time compliance. Next, let’s dive into how to set up the Expensify Card and the benefits of using the Expensify Card.
+As mentioned above, we’ll be able to pull in transactions as they post (daily) and handle receipt matching for you and your employees. 
+
+The Expensify Card has many benefits for your company. Two in particular are worth mentioning here: 
+
+1. Seeing transactions at the point of purchase provides you with real-time compliance. We even send users push notifications to SmartScan their receipt when it’s required and generate IRS-compliant e-receipts as a backup wherever applicable.
+2. The option to issue Unlimited Virtual Cards with a fixed or monthly limit for specific company purchases (ex., Marketing purchases, Advertising, Travel, etc).
+
 
 ### If you don't have a corporate card, use the Expensify Card
 Expensify provides a corporate card with the following features:
 
-- Up to 2% cash back (up to 4% in your first 3 months!)
+- Up to 2% cash back
 - [SmartLimits](https://community.expensify.com/discussion/4851/deep-dive-what-are-unapproved-expense-limits#latest)
+- Unlimited Virtual Cards - single-purpose cards with a fixed or monthly limit for specific company purchases
 - A stable, unbreakable connection (third-party bank feeds can run into connectivity issues)
 
 The Expensify Card is recommended as the most efficient way to manage your company's spending.
@@ -160,10 +167,11 @@ Here’s how to enable it:
 1. There are *two ways* you can [apply for the Expensify Card](https://community.expensify.com/discussion/4874/how-to-apply-for-the-expensify-card)
   - *Via your Inbox*
   - *Via Domain Settings* - Go to Settings > Domain > Company Cards > Enable Expensify Card
-2. Assign the cards to your employees
+2. Assign virtual and physical cards to your employees
 3. Set *SmartLimits*:
   - *Employees* - We recommend a low limit for most employees, roughly double the size of the maximum daily spend – such as $1000.
-  - *Execs* - We recommend a higher limit for executives, roughly 10x the limit of a non-executive employee (eg, $10,000).
+  - *Execs* - We recommend a higher limit for executives, roughly 10x the limit of a non-executive employee (e.g., $10,000).
+  - You can also issue Unlimited Virtual Cards to any employee. These are single-purpose cards with a set SmartLimit that can be used for specific company purchases
 
 Once the Expensify Cards have been assigned, each employee will be prompted to enter their mailing address so they can receive their physical card. In the meantime, a virtual card will be ready to use immediately.