The expense sheet lets you annotate a card transaction with a memo, spend category, and receipt, then submit it for approval — all from your phone.
Opening the expense sheet
In the Activity tab, tap any non-declined transaction. The expense sheet slides up from the bottom.
You can also tap Add expense on the home screen to go straight to the Activity tab.
Filling in the expense
Memo — a free-text description of what the transaction was for. Type directly into the memo field.
Spend category — select a category from the list. The app suggests up to three options:
- An AI suggestion (marked with a sparkle icon) based on the merchant and transaction context
- Up to two additional suggestions based on your account’s category history
You can select any category from the full list if none of the suggestions fit.
Both fields save automatically as you type — no save button needed.
Attaching a receipt
Tap one of the three source buttons to upload a receipt:
| Source | Description |
|---|
| Camera | Take a photo directly in the app |
| Photos | Pick an image from your photo library |
| PDF | Select a PDF from your files |
Submitting
Once you’ve filled in the required fields (your company policy determines which are mandatory — memo, category, receipt, or a combination), tap Submit.
The expense can be:
- Auto-approved — immediately moves to Approved if your policy allows it
- Sent for approval — an approver is notified and must review it
If the expense is returned, you’ll see a banner explaining what to update. Make the changes and resubmit.
Expense statuses
| Status | Meaning |
|---|
| Draft | Started but not yet submitted |
| Submitted | Sent for approval |
| Approved | Approved |
| Returned | Sent back for changes — resubmit after updating |
If your organisation hasn’t enabled the Expenses product, the expense sheet will show a locked state. Ask your admin to enable it from the web dashboard.
