Corporate Card - Manage Receipts and Transactions

Once your corporate cards are connected to Expense, you’re ready to start capturing and managing your receipts seamlessly.

Creating an Expense for Corporate Card Purchases

1. Open the Expense App
   Go to the app and click the plus icon to create a new purchase.

2. Capture Receipt or Add Image
   Take a picture of the receipt directly or select an existing image from the photo library by pressing your phone's back button.

3. Automatic Receipt Scanning
   Expense automatically scans the receipt and extracts the date, amount, VAT, location, and vendor details.

4. Select Corporate Card
   Choose the corporate card as the payment method.

5. Add Comment
   Add a comment to provide additional details about the purchase.

6. Verify Details
   Ensure that the amount and other information are correct, then click Save.

Capture receipts as close to the purchase time as possible. Expense will send a notification when the transaction is delivered, allowing you to proceed with the next steps.

Posting Corporate Card Transactions

1. Go to “To Report”
   Open the Expense app and click To Report.

2. Open Current Report
   Select the current report and review the transactions.

3. Post Transactions
   Open any transaction and choose Post. Select the relevant account or click Purchase for quick selection options.

4. Follow Internal Guidelines
   Post according to your company’s internal guidelines, and verify the VAT amount before saving.

5. Posting Representation Expenses
   For representation expenses, select representation at the posting step and fill in the following:

   • Number of attendees
   • Names of attendees
   • Purpose
   • For external representation, also include the external company name

6. Post and Submit
   Post all transactions and submit the report. Add clear comments when taking photos of receipts to save time by copying this information when posting representation expenses.

Adding a Receipt to an Existing Transaction

1. Capture Receipt for Corporate Card Transaction
   If a corporate card transaction is already in Expense, go to To Report, select the current report, and then the transaction.

2. Add Receipt
   Click on the camera icon, capture the receipt, or select an image from the photo library.

3. Save
   Expense will automatically attach the receipt to the selected transaction. Click Save.

Submit Without Posting

If your company does not require you to handle the posting step as a user, follow these steps:

1. Open the Expense App
   Go to To Report and click Current Report.

2. Review the Report
   Verify that the receipt is attached and that the comment is clear and informative.

3. Submit
   Once all details have been reviewed, click Submit to complete the process.