A feature that automatically blocks cards when receipts are missing, available with the Expense and Spend management add-on for Team plans.
The feature is available for the following roles :
- Admin and Owner: Can define and manage the blocking rules
- Cardholders: Are subject to the rules if included in the policy
How can I set up the missing receipt rules (owners/admins)?
There are two ways to access the feature setup :
- Click on transactions section > missing attachments> set up receipt rules via instructional tooltip
- Navigate directly to the missing receipt rules section in the settings menu
Set up rules to track receipts and remind your team to attach them on time using the following steps :
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Send a weekly reminder to all team members
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Send a weekly summary to Admins (all of them will receive the list of transactions that are still missing receipts.)
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Auto-block cards when missing receipts Team members' cards will be blocked if they don't attach transaction receipts on time.
Mark receipts as late after: X day
Block cards after: X late receipts
ℹ️ Team members and Admins will be warned when limit is approaching.
You will have the choice of applying these rules to:
- All team members with cards, or
- Select one or several specific people
Additionally, you can enable Apply to new team member cards automatically to include future cardholders in these rules.
How will I be notified if I am included in the rules?
You will receive an email and push notification.
You can check the details in-app under Cards > Your cards/Team cards, including:
- Open the policy details page to define the rules of your missing receipt: “Make sure you always upload transaction receipts to avoid your card being blocked. Check receipt rules”
- Check when receipts are marked as late after x days: “Your card has been blocked because you reached the limit of X late receipts set by receipt rules. To unblock it, upload receipts or contact an Admin.”
- Check when cards are blocked after x late receipts: “You have X transactions with late receipts. If you reach X, your card will be blocked as per receipt rules.”
How can I know if my card is going to be blocked?
You will receive an email and push notification if the rules change by the owner or admin of the account.
- 3 days before card blocking
- 1 day before card blocking
- When the card is blocked, all notifications are sent via email and push notification.
How can I unblock my cards?
Two options are available:
- Ask your Admin/Owner for a temporary unblock (lasting a few minutes/hours)
- Upload the missing late receipts (card will be unblocked after processing)
How can I check my late receipts?
You can view them using the mobile app and web app :
- 📱 > home > late receipts widget > upload receipts
- 🖥️ > transactions > late receipts filter