# Dash.fi Help Center

> Help center for Dash.fi. Corporate cards, spend management, expense management, bill pay, rewards, and audit agents.

## Docs

- [Account](https://help.dash.fi/account/index.md): Manage sign-in, two-factor authentication, users, and roles on your Dash.fi account.
- [Manage users](https://help.dash.fi/account/manage-users.md): Account Owners can invite new users, remove existing ones, and update user details on Dash.fi through the Settings panel in the dashboard.
- [Products](https://help.dash.fi/account/products.md): Enable or disable platform capabilities for your entire organisation. Requires the Administrator role.
- [Signing in to Dash.fi](https://help.dash.fi/account/sign-in.md): Sign in to Dash.fi using Google, Microsoft, email link, or password.
- [Two-factor authentication](https://help.dash.fi/account/two-factor-authentication.md): Set up TOTP-based two-factor authentication on your Dash.fi account and generate recovery codes.
- [User roles](https://help.dash.fi/account/user-roles.md): Understand the roles available in Dash.fi and what each one can access.
- [Create a bill](https://help.dash.fi/bill-pay/create-a-bill.md): Create, submit, and pay a vendor bill in Dash.fi.
- [Bill pay](https://help.dash.fi/bill-pay/index.md): Pay vendors directly from Dash.fi — with AI invoice capture, approval workflows, ACH and card payments, and automatic accounting sync.
- [Manage bills](https://help.dash.fi/bill-pay/manage-bills.md): Edit, duplicate, delete, search, and track bill activity in Dash.fi Bill Pay.
- [Bill payment options and controls](https://help.dash.fi/bill-pay/payments.md): ACH scheduling rules, single-use card types, and how to cancel, pause, retry, or mark a bill payment as complete in Dash.fi.
- [Card declines](https://help.dash.fi/cards/card-declines.md): Understand why Dash.fi cards get declined and how to resolve each type.
- [Create cards](https://help.dash.fi/cards/create-cards.md): Create virtual cards with spend limits, category controls, and cardholder assignments.
- [Cards](https://help.dash.fi/cards/index.md): Create and manage virtual cards for your team — with spend controls, approval workflows, and real-time transaction visibility.
- [Manage cards](https://help.dash.fi/cards/manage-cards.md): View card details, reveal sensitive data, edit settings, freeze, archive, duplicate, and share cards.
- [MCP server](https://help.dash.fi/developers/mcp-server.md): Connect Claude, ChatGPT, Cursor, or any MCP-compatible AI assistant to your Dash.fi account.
- [The application](https://help.dash.fi/getting-started/application.md): How to complete your Dash.fi application accurately and what to do if you need to correct errors.
- [Connect your bank account](https://help.dash.fi/getting-started/connect-bank-account.md): How to link your US bank account during the Dash.fi application using Plaid.
- [Identity verification](https://help.dash.fi/getting-started/identity-verification.md): Which documents are accepted for each type of identity verification in the Dash.fi application.
- [Getting started](https://help.dash.fi/getting-started/index.md): Get set up with Dash.fi — the corporate charge card and financial platform for scaling businesses.
- [Requirements and eligibility](https://help.dash.fi/getting-started/requirements.md): What your business needs to qualify for a Dash.fi corporate charge card.
- [Connect NetSuite](https://help.dash.fi/integrations/accounting/connect-netsuite.md): Connect Dash.fi to NetSuite and start syncing card transactions to your general ledger.
- [Connect QuickBooks Online](https://help.dash.fi/integrations/accounting/connect-quickbooks.md): Connect Dash.fi to QuickBooks Online and start syncing card transactions to your general ledger.
- [Connect QuickBooks Desktop](https://help.dash.fi/integrations/accounting/connect-quickbooks-desktop.md): Connect Dash.fi to QuickBooks Desktop and start syncing card transactions to your general ledger.
- [Connect Xero](https://help.dash.fi/integrations/accounting/connect-xero.md): Connect Dash.fi to Xero and start syncing card transactions to your general ledger.
- [Accounting integration](https://help.dash.fi/integrations/accounting/index.md): Connect Dash.fi to your accounting platform for automatic transaction sync — no CSV exports, no manual journal entries.
- [Ad Credit Recovery](https://help.dash.fi/integrations/ad-credit-recovery/index.md): Recover ad credits owed by Meta and Google — the agent assembles evidence, files claims, and processes recoveries automatically.
- [Advertising Agent](https://help.dash.fi/integrations/ad-pay-protection/index.md): Audit your ad spend, detect fraud, recover overcharges, and reclaim credits — automatically.
- [Install the Ad Pay Protection pixel](https://help.dash.fi/integrations/ad-pay-protection/install-pixel.md): Add the Dash.fi Ad Pay Protection pixel to your website using Google Tag Manager, Shopify, BigCommerce, Funnelish, or a direct HTML script tag.
- [Ad Pay Protection data collection and privacy](https://help.dash.fi/integrations/ad-pay-protection/privacy-and-data.md): Understand what the Dash.fi Ad Pay Protection pixel collects, what it never captures, and how your data is stored, secured, and kept compliant.
- [Set up UTM parameters for Ad Pay Protection](https://help.dash.fi/integrations/ad-pay-protection/utm-parameters.md): Tag every ad URL with UTM parameters and campaign_id so Dash.fi can accurately match user events to campaigns and audit your ad spend.
- [AI Token Agent](https://help.dash.fi/integrations/ai-tokens/index.md): Audit your AI and LLM spend across providers — identify waste, optimise model selection, and recover overcharges.
- [Add your Dash.fi card to Meta Ads](https://help.dash.fi/integrations/meta/add-card-to-meta.md): Add your Dash.fi charge card as a payment method in Meta Business Suite or Ads Manager, and assign ad account assets to the Dash.fi partner ID.
- [Automate Meta Ads invoice payments](https://help.dash.fi/integrations/meta/autopay-meta-invoices.md): Configure Meta's AutoPay to automatically charge your Dash.fi card when invoices are generated, so your campaigns stay funded without manual payments.
- [Meta Ads integration](https://help.dash.fi/integrations/meta/index.md): Connect your Dash.fi card to Meta Ads, automate invoice payments, manage billing thresholds, and collect receipts — all in one place.
- [Raise your Meta Ads billing threshold](https://help.dash.fi/integrations/meta/meta-billing-threshold.md): Request a higher Meta billing threshold to consolidate charges, simplify accounting, and reduce the risk of campaigns pausing from frequent declines.
- [Collect and organize Meta Ads receipts](https://help.dash.fi/integrations/meta/meta-receipts.md): Enable Meta email notifications and route billing receipts to one inbox so every transaction ID, amount, and account ID is captured automatically.
- [Pay Meta Ads via PayPal](https://help.dash.fi/integrations/meta/paypal-meta.md): Link your Dash.fi card to PayPal and set PayPal as your Meta Ads payment method to improve payment reliability and reduce billing declines.
- [Troubleshoot Meta Ads payment failures](https://help.dash.fi/integrations/meta/troubleshoot-meta-payments.md): Why Meta Ads charges sometimes don't appear in Dash.fi, and how to diagnose and resolve payment failures.
- [FedEx payment setup and invoice download](https://help.dash.fi/integrations/shipping/fedex.md): Add your Dash.fi card as the default payment method in FedEx Billing Online and download invoices for Shipping Audit Recovery coverage.
- [Shipping audit](https://help.dash.fi/integrations/shipping/index.md): Audit your UPS and FedEx spend, identify overcharges, and unlock carrier contract negotiation services.
- [UPS payment setup and Billing Center](https://help.dash.fi/integrations/shipping/ups.md): Add your Dash.fi card in the UPS Billing Center, set it as your default payment method, and activate Shipping Audit Recovery for your account.
- [Approvals on mobile](https://help.dash.fi/mobile/approvals.md): Review card requests, expense submissions, and bill payments awaiting approval from the Inbox tab in the Dash.fi iOS and Android mobile app.
- [Cards on mobile](https://help.dash.fi/mobile/cards.md): View cards, reveal card details, freeze or unfreeze, and request a new card from the Dash.fi iOS and Android mobile app.
- [Expenses on mobile](https://help.dash.fi/mobile/expenses.md): Attach a memo, spend category, and receipt to a card transaction and submit it for approval from the Dash.fi iOS and Android mobile app.
- [Dash.fi mobile app](https://help.dash.fi/mobile/index.md): The Dash.fi iPhone and Android mobile app for card management, transaction review, expense submission, and approvals — a companion to the web dashboard.
- [Signing in to the mobile app](https://help.dash.fi/mobile/sign-in.md): Sign in to the Dash.fi iPhone and Android mobile app using Google, Microsoft, email link, or password, and set up Face ID or Touch ID biometric lock.
- [Transactions on mobile](https://help.dash.fi/mobile/transactions.md): Browse, filter, and review card transactions in the Activity tab of the Dash.fi iOS and Android mobile app.
- [Set up ACH Auto-Pay](https://help.dash.fi/payments/ach-autopay.md): Authorize Dash.fi as an approved ACH payee in your bank portal to enable automatic recurring payments. Includes Chase setup steps and Payee ID.
- [Bounced payments and account reinstatement](https://help.dash.fi/payments/bounced-payments.md): What happens when a payment fails, why your account gets suspended, and how to restore access.
- [Cash advance](https://help.dash.fi/payments/cash-advance.md): Draw against your Dash.fi credit line — either into your Dash Cash account or directly toward a bill payment.
- [Change your connected bank account](https://help.dash.fi/payments/change-bank-account.md): How to update or reconnect the bank account linked to your Dash.fi account.
- [Dash Cash](https://help.dash.fi/payments/dash-cash.md): Add funds to Dash Cash via ACH, domestic wire, or international wire, then instantly pay down your Dash.fi credit line in seconds — no waiting.
- [Financial accounts](https://help.dash.fi/payments/financial-accounts.md): Understand the three account types in your Dash.fi dashboard — Dash Cash, Secured Rewards, and Collateral Reserve — and how to fund them.
- [Payments](https://help.dash.fi/payments/index.md): Manage your Dash.fi account with Dash Cash for instant credit line paydowns and ACH Auto-Pay for automated recurring settlements from your bank.
- [Request a spend limit increase](https://help.dash.fi/payments/request-limit-increase.md): How to request a higher spend limit on your Dash.fi account.
- [Earning rewards](https://help.dash.fi/rewards/earning-rewards.md): How cashback rates, spend categories, and interchange qualification work on Dash.fi cards.
- [Rewards](https://help.dash.fi/rewards/index.md): Earn cashback on every purchase — 3% on ad spend, shipping, and AI, 2% on everything else. No cap, no expiry.
- [Redeem cashback rewards](https://help.dash.fi/rewards/redeem-cashback.md): How cashback payouts work, when to expect them, and how to transfer funds to your bank via PayPal.
- [Secured rewards program](https://help.dash.fi/rewards/secured-rewards-program.md): Understand how Dash.fi's pre-payment collateral model works, where your funds are held, FDIC coverage, and how to manage your pre-payment balances.
- [Approval workflows](https://help.dash.fi/spend-management/approval-workflows.md): Gate card requests, bill payments, and vendor changes behind a configurable review process.
- [Budgets](https://help.dash.fi/spend-management/budgets.md): Set spend limits on groups and teams, get threshold alerts, and track budget consumption across your org chart.
- [Coding transactions for accounting](https://help.dash.fi/spend-management/coding-transactions.md): How finance and accounting users assign GL codes, customers, and billable flags to card transactions before syncing to QuickBooks, Xero, NetSuite, or Sage Intacct.
- [Expense management](https://help.dash.fi/spend-management/expense-management.md): Turn every card transaction into a structured expense record — with receipt capture, AI categorisation, approval routing, and accounting sync.
- [Spend management](https://help.dash.fi/spend-management/index.md): Control who spends, on what, and how much — with approval workflows, expense management, and policy-driven automation.
- [Policy manager](https://help.dash.fi/spend-management/policy-manager.md): Build the rules that control whether card requests, vendor changes, and bill payments are automatically actioned or held for review.
- [Submitting expenses](https://help.dash.fi/spend-management/submitting-expenses.md): How cardholders add receipts, memos, and spend categories to card transactions and submit them for approval in Dash.fi.
- [Transaction disputes](https://help.dash.fi/transactions/disputes.md): How to report an unauthorised or incorrect charge on your Dash.fi card.
- [Download statements](https://help.dash.fi/transactions/download-statements.md): How to view and download your monthly Dash.fi statements as PDF.
- [Card transactions](https://help.dash.fi/transactions/index.md): View, filter, and understand your Dash.fi card activity.
- [Vendors](https://help.dash.fi/vendors/index.md): Manage your vendor directory — add payees, configure payment methods, map to your ERP, and monitor vendor accounts for changes.
- [Manage vendors](https://help.dash.fi/vendors/manage-vendors.md): Add and configure vendors in Dash.fi before paying bills.
- [Vendor details](https://help.dash.fi/vendors/vendor-details.md): Manage contacts, tax information, and account settings for a vendor in Dash.fi.