A payment triggers a transaction, which is usually displayed immediately in the transaction overview. If the mobile app is used, a push notification is also sent to the smartphone.
Now a receipt can be uploaded, which is then linked to the transaction.
If a receipt is missing, a reminder is generally sent by e-mail to the employee whose card was used for payment.
These reminders can be configured or disabled.
E-mail information about the missing receipt
Transaction Overview
The transaction with the missing document is displayed immediately and prominently:
Further procedure
After receiving this reminder, you should review the transaction(s) and upload the missing receipts to ensure a smooth process - your team leader, administrators, and accountants will thank you!
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