How do I manage cardholder receipts and labels in Expense Management

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.

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Manage receipts, labels and notes -

Receipts

View and download cardholder receipts, or upload a document yourself.

Corporate Labels

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.

Cardholder Labels

Review free-text labels added by the cardholder - these can be anything the cardholder chooses.

Administrator Notes

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.

Cardholder Notes

Review any additional transaction information provided by the cardholder.

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