How do I submit the card fee expense when a receipt is required?

If you are asked to attach a receipt for the card fee, this is due to the settings for the selected expense category. Your company administrator can create a dedicated category for card fees where no receipt is required.

For cardholders

1. Open the card fee expense.
2. Select the category your company has created for card fees.
3. Complete any other required information and submit the expense.

If the category is missing or a receipt is still required, contact your company administrator.

For company administrators

1. Log in to the Admin Portal and go to Settings → Categories.
2. Create a category for card fees, for example Card fee.
3. Under Category handling → Receipt attachment, turn off Receipt required.
4. Make sure Category visibility is enabled so users can select the category.
5. Save the changes and tell cardholders which category to use.

This setting applies to the category. Use a dedicated category for card fees so that receipt requirements for other expenses remain unchanged.