Skip to main content
My transactions lists the purchases made on your company cards. It’s also where you add receipts and ask to be paid back for things you bought yourself. The list shows each transaction’s Date, To/From, Balance, Payment method, Account, Category, Receipt, Status and Amount. The Missing information tab shows only the transactions that still need something from you, such as a receipt.

​
Add a receipt

  1. Select a transaction to open it.
  2. Under Upload receipt, add the receipt.
  3. Under What is this purchase for?, describe the purchase.
If you get a link to upload a receipt, it opens the same form without signing in. Select Submit when you’re done.

​
Categorize transactions

Choose a Category on any transaction. To categorize several at once, select their rows and choose Assign category.

​
Ask to be reimbursed

Select New reimbursement to get paid back for something you bought with your own money. You’ll see it once your company has connected its accounting software. You can also start a reimbursement from Reimbursement under Quick access on Home.