How do I manage card expense receipts, labels and notes?
Expense Management makes it easy to view and manage expense receipts, labels and notes. We recommend filtering on transactions with receipts attached and then follow the steps below.
Watch 2-minute video -
Follow these steps -
Step 1)
Click on a transaction line to expand more details and manage the expense.
Step 2)
View or download a Cardholder Receipt added via the app, or upload one from file.
Step 3)
If your organisation has set up and enabled Corporate Labels in the app, you'll be able to review any which have been added by the cardholder. You can also attach them yourself via a quick dropdown.
Step 4)
Review and edit the Cardholder Labels - these are custom tags which help cardholders to categorise and identify their expenses. You may want to provide guidance on how to use these.
Step 5)
Enter custom Administrator Notes. Make a note of an incorrect receipt, an approval status or tax code - anything that will assist your accounting processes.
Step 6)
Review Cardholder Notes which have been added via in the app. These can provide additional information about the reason for or nature of the expense.