The company card import feature allows your company's Expense or Finance team to import company card statements on your behalf. Card expenses are then generated from the statement and sent to your account.

If you've already created the expenses or have uploaded any receipts, the expenses and receipts will automatically match with the import, saving you time at the end of each month, as long as the matching rules are met.

There are a few ways to capture your receipts:

When you capture your receipts, you can specify the purchase method used and add a memo to remind you what the receipt was for.

Once uploaded, captured receipts will reside in the Unattached Receipts section of your account.

Note: If you selected the Company Card purchase method, receipts purchased using your company card will display a blue Company Card label.

Imported card expenses are sent to your Draft section, and any matching draft expenses and receipts are automatically matched to the statement. If the import process cannot find any matching expenses, draft expenses will be created for you automatically.

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Imported expenses will have a yellow Incomplete label next to them to indicate that they still need to be completed before they can be submitted.

To complete the expense details, click the Edit icon next to the expense, or click the three dots icon and select Edit from the drop-down.

Note: If you didn't upload your receipts before the import, you can manually attach a receipt to the expense by editing it and clicking Choose a receipt.

Once you've updated any incomplete expenses, the Incomplete label will disappear, indicating that the expenses can be submitted when you're ready.