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How can I add a note to an expense?

Notes are a great way to add further details about a transaction made using a Soldo card. For example, you might need to explain the purpose of an expense to your manager who will review it. Or explain if you lost the receipt.  

How to add a note to a transaction on the mobile app:

  1. Log into the mobile app.
  2. Go to Transactions.
  3. Select a transaction, which will open a full detailed view.
  4. Scroll down to the Notes  section and tap Add.
  5. Type your description into the box then tap Submit.

The note will appear in real-time in the Soldo mobile and web apps and will be visible to you, your company admins, and reviewers. Tap Edit to make any changes to your note or tap the bin icon in the top-right to delete your note. 

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