Exclude uncleared transactions from card blocking

What's new?

Finance teams can now exclude uncleared transactions from card blocking. This is helpful for reducing confusion when your staff have holding transactions for expenses like hotel deposits, or car rentals that reverse or adjust after a few days.

When this setting is enabled uncleared transactions will not be considered overdue. Once they do clear, they will count as overdue if there are incomplete expense details.

Available to all customers on the Premium and Enterprise plans.

Benefits

  • Reduce confusion when your staff have holding transactions for expenses like hotel deposits, or car rentals that reverse or adjust after a few days.
  • Continue receiving completed expenses on-time from your staff for cleared transactions.

Getting started

  1. Open AI expense completion settings
  2. Enable card blocking
  3. Click Edit rules
  4. Enable Exclude uncleared transactions and click save