You can now set a minimum amount for card transactions where a receipt is mandatory for submission. Transactions below this threshold are automatically marked as “no tax invoice", while purchases at or above your threshold require an receipt to submit the expense.
This is available to all customers on the Premium and Enterprise plans.
Chasing receipts for small purchases is time-consuming and often unnecessary for many businesses. This update helps you:
Finance leaders and managers who don’t require invoices for low-value card purchases and are wanting to speed up expense submissions without lowering standards for higher-value spend.
1. Go to Settings → Expense Fields → Tax Invoices
2. Under Budget card transactions, set Tax Invoice requirement to Mandatory
3. Set the threshold amount you want (in your account currency)
4. Save your changes: going forward any card transaction will require receipts as per the new threshold setting.
