When you make a purchase with your corporate card and when the bank transfer the purchase to our platform, a report will automatically be created on your user account under the tab unsubmitted reports. 

The report can't be submitted until the company card invoice from the bank has been send. The tab Waiting for invoice will be updated to Send report when the invoice is uploaded. 

Each transaction needs to be updated with a receipt. If you haven't updated your expense with a receipt, the report will not be able to be submitted.

When the user has the payment liability the card purchases will be uploaded from the bank to the tab unsubmitted expenses. 

To submit the expense, the user needs to create an expense report, include the transaction and then choose to send report. 

If you want to delete an transaction, click on the expense and choose to delete. 

If your company has connected real-time transaction from First card, your transactions will be sent directly to our platform and created as a unsubmitted expense. You as a user needs to update the transaction with an receipt. 
When the invoice is sent from the bank, a report will automatically be created on your user, and you can choose to send the report to your organization. 

Every night the system makes an attempt to match an expense/receipt to the transactions from the bank. In order for this to work, certain criterias must be fulfilled for the automatic matching to work. We list them here:

• The expense (receipt image) needs to be saved as an unsubmitted expense. 
• The expense needs to be uploaded before the transaction is sent from the bank. 
• The receipt image and the transaction need to have the same purchase date
• The amount on the receipt image and the transaction must match

If the expense isn't matched automatically, you can manually import the receipt to the transaction. You can read more about it here.