Accounting
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Create and manage expense categories
Overview Expense categories are the labels assigned to expenses within your organization to ensure accurate expense t... -
Dynamic Expense Reports and Reconciliation
Overview Dynamic Expense Reports give finance teams a flexible, action-focused way to reconcile their organization’s ... -
Coding transactions with expense category rules
How expense category rules code transactions Cleared transactions that meet the conditions of an active expense categ... -
Managing expense category rules
Expense category rules allow you to automatically assign expense categories to transactions based on a set criteria... -
Creating expense category rules
OverviewExpense Category Rules let your organization automatically code transactions based on conditions you define, ... -
Creating Expense Category Labels in Bulk
Expense categories are the labels assigned to expenses within your organization to ensure accurate expense tracking... -
Additional Fields for Expense Capture
OverviewSome expenses require more context than just an amount and a category. Accounting, compliance, and audit team... -
Reconcile your bank statement
Download your virtual card transactions to perform statement reconciliation with your issuing bank statement at the e...