We recommend filtering on transactions with receipts attached, which are ready to reconcile. Click into any transaction line to see the full details, including date, time and location. You can then view and download receipts, add notes and manage labels.
Watch 2-minute video:
Manage receipts, labels and notes -
View and download cardholder receipts, or upload a document yourself.
Review the pre-set Corporate Labels added by cardholders, or attach them yourself. You can create Corporate Labels which assist your reconciliation and are not visible to cardholders in the app.
Review free-text labels added by the cardholder - these can be anything the cardholder chooses.
Add notes to assist your accounting processes; enter a transaction query, make a note of an incorrect receipt, or add tax or account codes. Administrator Notes are not visible to cardholders.
Review any additional transaction information provided by the cardholder.