How do I manage expenses and receipts?

Stephanie Boukhari
2026-03-31T17:30:21Z

1. Visit Expenses from the left-hand menu and use the tabs at the top of the screen to switch between account and card transactions.

2. Adjust filters, fields, and date ranges to refine your data as needed.

3. Click on a transaction to open the side panel and view or manage:

Receipts and attachments – view or download the receipt, or upload one yourself

Corporate labels – check which labels have been added and amend as needed

Project label – ensure the relevant project label has been auto-assigned

Cardholder labels and notes (cardholder transactions only) – review any additional information about the expense

4. Close the side panel and click XLS or PDF to export.

XLS is good for analysis, editing, or import.

PDF provides professional statements.

TIP - Use the 'Receipt' filter and select 'With receipt' to locate expenses that are ready to reconcile.