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
You can close this page or even log out and the statement will be read out in 20 minutes.