How to add documents to your card transactions?
The credit card transactions are imported by a Finance user on a weekly basis. Each import leads to a separate card report.
When there is a new card report added, you will receive a notification you can open to directly navigate to the new card report.
Make sure you are logged in to the Web App.
Navigate to My reports in the left menu.
Click on Card. You are now in the card reports overview.
Click on a report with the status "not submitted", to add a documents to your card transactions.
In your to do list, all transactions you need to complete by adding a document are shown.
Click on transaction line with the document status Missing.
Add a receipt to the transaction line by clicking on Upload a file or by dragging and dropping a file in the left side of the screen.
Tip: if there is no receipt available for your transaction, press This transaction has no attachment in the left side of the screen.
Complete in the relevant information such as choosing a category, and click Save.
When there is a new card report added, you will receive a notification you can open to directly navigate to the new card report.
Make sure you are logged in to the Web App.
Navigate to My reports in the left menu.
Click on Card. You are now in the card reports overview.
Click on a report with the status "not submitted", to add a documents to your card transactions.
In your to do list, all transactions you need to complete by adding a document are shown.
Click on transaction line with the document status Missing.
Add a receipt to the transaction line by clicking on Upload a file or by dragging and dropping a file in the left side of the screen.
Tip: if there is no receipt available for your transaction, press This transaction has no attachment in the left side of the screen.
Complete in the relevant information such as choosing a category, and click Save.
Updated on: 17/04/2023
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