Stampli Expense Management brings company card expenses and employee-paid reimbursements into one finance-ready workflow. This article explains what is changing, what is staying the same, and what current Stampli Card customers can expect.
What is changing?
Your Stampli Card foundation stays in place. The expense workflow after the card swipe is being upgraded with:
Improved receipt capture
Billy-assisted expense completion
Employee-friendly expense categories
Policy-aware review (Smart Policy)
Configurable approval workflows
AP Review
Stronger tracking and audit history
Important: Changes to the Stampli Card expenses experience apply to Stampli Expense Card transactions only. Stampli AP Card processes remain the same.
What is NOT changing?
The following remain exactly as they are:
Physical and virtual cards
Spending limits
Card controls and merchant controls
Card requests and card approvals
Card activity
Is Expense Management new to Stampli?
No. Stampli already supports company card expenses. The updated Expense Management experience expands and improves the workflow around employee spend.
Is Reimbursements included automatically?
No. Reimbursements is an optional spend path and is not enabled automatically. Contact your Customer Success Manager for more information.
Do I need to do anything right now?
No immediate action is required unless your Stampli team has provided account-specific rollout steps. During migration, your existing setup carries forward and a draft Expense Approval Workflow is created for admins to review before publishing.
Will my existing approval routing change immediately?
No. Existing expense approval behavior continues until your administrator publishes the new Expense Approval Workflow. After publishing, routing follows the new workflow configuration.
What happens to draft expenses during migration?
Existing submitted expenses may receive category information during migration where applicable. Draft expenses may still require the employee to open the draft, review or select a category, complete required fields, and submit.
A note on availability
Some functionality depends on your organization's configuration, package, rollout timing, and user-level setup. Contact our Stampli team with any account-specific questions.