The company card import feature allows your company Finance team to import company card statements on your behalf. Card expenses will then be 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 up with the import saving you time at the end of each month.

Note: If creating expenses in advance, it is important to ensure you correctly record the amount, date, merchant and currency otherwise the import feature will not be able to match your expenses.

There are a few ways to capture your receipts:

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

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

Note: Where you have selected the company card purchase method, you'll see which receipts were purchased using your company card as they will show a blue Company Card label.

The imported card expenses will be sent to your Draft expense section, and any matching draft expenses and receipts will be automatically matched to the statement. If the import process could not find any matching expenses then the draft expenses will be created for you automatically.

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The imported expenses will have a yellow Incomplete label next to them to show 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, then Edit from the drop-down options.

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

Once you've updated any incomplete expenses, the Incomplete label will disappear which means you can submit the expenses when you're ready.