Stripe Expense Cards Demo

Key points

• • Simulate card transactions without real money

• • Test expense creation process from card transactions

• • Demo expense card features for customers

• • Test physical card lifecycle (shipping, activation, usage)

• • Test multi-currency conversion

Target Users

Key points

• • After enabling, demo buttons will appear on expense card form

• • Only users with Technical Features can see these buttons

Steps

• 1. Go to Settings → Users & Companies → Users

• 2. Open your user profile

• 3. Access Rights tab

• 4. Check Technical Features

• 5. Click Save

Steps

• 1. Go to Expenses → Expense cards → Cards

• 2. Open card to test (Active status)

• 3. Click "Simulate Purchase" button

• 4. Fill information: Amount, Currency, Merchant Name, Authorization Method

• 5. Check "Capture if approved" to automatically capture transaction

• 6. Click "Test Purchase"

• 7. Check expense created at Expenses → My Expenses

Key points

• • Add ATM fee: Fill ATM Fee to simulate withdrawal with fee

• • Add cashback: Fill Cashback Amount to simulate transaction with refund

• • Force Capture: Check "Simulate a Force Capture" to capture directly without authorization (bypass balance check)

• • Split Capture: Check "Capture in two transactions" to capture in 2 times (50% each, creates 2 separate expenses)

• • Capture surcharge: Fill Capture Surcharge to add surcharge when capturing (e.g., tip)

Steps

• 1. Open "Simulate Purchase" wizard

• 2. Select Currency different from card currency (e.g., USD card, buy with EUR)

• 3. Fill Amount in currency (e.g., 100.0 EUR)

• 4. Click "Test Purchase"

• 5. System converts EUR to USD at current exchange rate

• 6. Expense displays both original amount (EUR) and card amount (USD)

Authorization Methods

Steps

• 1. Go to Expenses → Expense cards → Cards

• 2. Open physical card

• 3. Click "Simulate Shipping" button

• 4. Select new status: Submit for shipping, Mark as shipped, Mark as delivered, Mark as returned, Mark as delivery failed

• 5. Click "Update Shipping Status"

• 6. System automatically transitions through intermediate states if needed

Key points

• • Example: Select "Mark as delivered" from "Pending" status

• • System automatically: Pending → Submitted → Shipped → Delivered

• • You only select final status, system handles intermediate steps

Key points

• • Go to Expenses → Expense Cards → Top-up

• • Enter amount to add

• • Select test payment method

• • Confirm and complete

• • Balance updates immediately in test mode

Test Cases

Key points

• • Always use test mode: Ensure Stripe is in test mode to avoid real transactions

• • Check expenses after each transaction: Confirm expense created correctly with transaction info

• • Test edge cases: Exceed limits, multi-currency, ATM fees, split capture

• • Demo for customers: Prepare clear demo script, test beforehand

• • Clean test data: Delete test expenses after completion to avoid confusion

• • Document results: Save test results to compare with production

Key points

• • Only use in test mode: This module only works with Stripe test mode

• • No impact on real data: All transactions are test, no real money spent

• • Requires Technical Features: Must enable Technical Features to see demo buttons

• • Separate test data: Test data not mixed with production data

• • Test mode limitations: Some Stripe features may differ between test and production

Test vs Production Comparison

Steps

• 1. Configure Stripe test mode and create test card

• 2. Enable Technical Features for test account

• 3. Simulate card shipping: Pending → Delivered

• 4. Simulate basic transaction: check expense auto-created

• 5. Test advanced options: ATM fee, cashback, split capture

• 6. Test multi-currency: transaction with different currency

• 7. Test limits: transaction exceeding spending limit

• 8. Confirm all expenses created correctly

• 9. Clean up test data