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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.

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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 receipt on the home screen to jump straight into the receipt inbox for scan and match.

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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.

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Attaching a receipt

Tap one of the three source buttons to upload a receipt: Accepted formats: JPG, PNG, PDF. Maximum file size: 10MB. Once attached, the receipt appears as a tappable preview in the sheet. To replace it, tap a source button again.

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Viewing an attached receipt

Tap the receipt preview in the expense sheet to open it in the app:
  • Images (JPG, PNG) open in a full-screen viewer. Pinch to zoom and drag to pan. Tap ✕ to close.
  • PDFs open in the in-app browser.
  • Other file types hand off to your device to download or open in another app.
The app refreshes the download link each time you tap, so receipts always open even if you’ve left the expense sheet open for a while.

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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.

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Expense statuses

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.