How to add documents to your card transactions?
The credit card transactions are imported by a Finance user on a regular basis. Each import leads to a separate 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.
- 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.
- Complete in the relevant information such as choosing a category, and click Save.
Updated on: 22/02/2024
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