As Finance you can upload company card statements for other users. The statements and /or transactions will be visible for yourself (finance role) as well as for the designated card holder. Here's how:

1. Ensure that the credit card details are already added to the user profile as a payment method

2. Act as Finance and Go to Transactions > (+) Add Transaction > Choose Upload statements

3. Upload statement section appears. 

4. Drag and Drop the file here/ Click Select files button to upload a scanned or image
of the card statement to match the transactions with their receipts and expenses.

Formats accepted: PDF, JPG, PNG or JPEG

5. Select the name of the user from the drop-down menu.

6. Click Create these statements.

Important!

  • You can close the page or even log out and the statement will still be read out.
  • You can only upload one statement at a time per user.
  • After uploading the file, company owned transactions will be visible in Finance > Transactions page. Personal transactions will only reflect in the owner's view.

You may also upload credit card or lodge card transactions via csv file for users. 

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