Receipt Requirements and Submission

Use receipt requirements to ensure cardholders submit documentation for transactions that need review. Admins can configure rules that trigger receipt requests immediately after a purchase. You can also view submitted receipts from the transaction details and identify transactions that are missing receipts.

Receipt Requirements

To learn how to require receipts based on policy rules, see Expense Policies: Introduction .

For example, you can require the Engineering department to submit receipts for all purchases over $50. Emburse Cards sends receipt requests by text message to Engineering cardholders for purchases over $50.

Viewing Receipts

Admins and accountants can view receipts from the Transactions section of the account. Managers and reviewers can review receipts for transactions in their assigned department or location. Cardholders can view receipts for transactions on their own cards.

For more information, see Download transaction statements (CSV/PDF) and receipts .

A blue receipt indicator means the transaction has a receipt available for review. If the receipt indicator is gray, no receipt is submitted. Use filters to focus on transactions with missing receipts.

Receipt Capture Example

Example: An employee purchases a flight for $97.10, and the employee’s department requires receipts for purchases over $50.

After the purchase, the following occurs:

1. The employee receives an email message and/or text message with a unique link to reconcile the transaction. No login is required.
2. The employee uploads the receipt using one of the available methods, such as:
   • Take a photo using the device camera.
   • Upload a screenshot or file from a computer.
3. The receipt links to the transaction automatically.

After the receipt is submitted, the employee can use the same link to open the transaction and make updates.