If your company uses Reminders, you’ll be asked to complete key information for your transactions, such as receipts, notes, categories, or VAT details, based on your company's policy.
What are Reminders?
Reminders define which details must be filled in for each transaction to be considered complete. These are set by your finance or admin team and help ensure company expense policies are followed.
Examples of mandatory fields could include:
- Receipts or invoices
- Notes
- Expense categories and VAT rates
- Lists
How it works
When you view a transaction in the web or mobile app, you’ll clearly see which details are still required:
-
A progress indicator at the top shows how many required items you’ve completed (e.g., 1/3, 3/3)
- All mandatory fields are grouped together at the top, so you don’t have to scroll to find what’s missing
Tip: Once you complete all the required information, your
transaction
will be marked as complete.
Why it matters
- Saves time: No chasing for missing receipts or explanations
- Reduces delays: Your expenses can be processed faster
- Keeps finance happy: Your team gets complete, clean data every time
Need more help?
To learn more about attaching receipts or reviewing transactions, check out these articles:
Availability
Who: Cardholders
Plans: Plus, Unlimited