Transactions (Approver)

Transactions

Once a virtual card is ‘swiped’, aka used at a vendor, a corresponding Transaction immediately appears.

As an Approver, the Transactions tab contains all transactions that have occurred against cards for your approval group.

You can search for transactions by name, sort through by clicking on the headers, and also filter by a date range.

Receipts

Receipts are attached by clicking on the receipt icon. The different colors indicate different Receipt statuses:

• Gray: No receipt attached yet
• Blue: Receipt attached
• Orange: Viewed by a team member

Receipt reminders are sent twice; once at the time of purchase, and 24 hours later, if they haven’t attached it by then.

Clicking the icon brings up the transaction reconciliation page. Any mandatory categorization fields (ex: category, department, custom dimension) are available to edit, and you can click or drag a receipt file into the box.

Supported file types for receipts:

• PDF
• JPG
• PNG
• .docx (standard Microsoft word format)
• .doc (legacy Microsoft word format)
• .odt (open document text format)
• .xlsx (standard excel format)
• .xls (legacy excel format)
• .ods (open document spreadsheet format)
• .csv

Teams and People

This is where you can see who is in your Approval Group (way by which we route purchase requests to approvers).

Approval Groups

Approval groups bring together a group of employees and assign a team member that can either approve or deny the request. Requests made by members of this approval group will be routed to this approver.

You can view, but not edit the approval group. If you require a change, please reach out to the Administrator for your account.