Understanding transactions is an important part of using Spend Center. In this article, we'll cover transaction basics and completing transactions.

What to Expect with Transactions

Transactions display in Spend Center 24-72 hours after a merchant processes your card. Your transactions are viewable from the Transactions page on a web browser or the mobile app. The transaction displays important details, such as the amount, the date, transaction status, where your card was used, and more.

Depending on how you spend, transactions can process slightly differently. Here is what to expect:

In-person transactions: A transaction displays 24-72 hours after the card is swiped, though there are a few exceptions to this. Merchants such as restaurants, car rental companies, hotels, airlines, and various other merchants will often take a few days before they fully process your card. You can see a pending charge come through in place of the full amount in some of these cases.

Online transactions: An online vendor can process your card instantly or they may wait until your product has shipped. This means that it may take a few days for the transaction to show up in Spend Center.

Completing Transactions

Once you’ve successfully made a transaction, and it has cleared, it’s time to complete the transaction by filling in any necessary fields and attaching a receipt.

When a transaction is missing required fields and/or receipts, it is considered incomplete. Incomplete transactions will be marked with a label in both the transactions list and on individual transaction details.

When a transaction is incomplete, spenders will receive a push and badge notification in the mobile app. Spenders can open these notifications to view transaction summaries and input the required information.

Once required fields have been updated and receipts uploaded, the transaction is marked complete.

Company admins have complete control over what criteria is required for a transaction to be marked as complete. This may include receipt upload, custom fields, notes, etc. Please reach out to your company admin if you have questions about the custom fields that need to be selected for transactions.