You may be required by your company to complete required fields and/or add a receipt to a transaction before it can be considered complete.

To have field selections made automatically, you can manage transaction defaults from your User Settings.

Mobile App

Video Walkthrough

In the Navigation Bar, tap the Transactions icon. If the Transactions icon is not in your Navigation Bar, tap the More icon, then tap the Transactions link.
Your personal transactions are visible from the Your transactions tab. If you have permissions to view all transactions for your company, you can view those transactions by tapping the All transactions tab.
Transactions with required information that has not been completed are indicated by the Incomplete label. To view the transaction details, tap the name of the transaction. To search for a transaction, enter the card holder, merchant name, or card number in the Search field.
The Required Fields section includes any information that must be entered for the transaction to be considered complete.
To make a selection for a required field, tap the field.
When making field selections, you can enter an option in the Search field or select options on the page.
To save your selection, tap the Save link.
To add notes, tap the Notes field.
To attach a receipt to the transaction, tap the Add Receipt link.
Transaction changes are saved automatically. You can also add information in the Optional Fields section.

In the Navigation Menu, click the Transactions link.
Transactions with required information that has not been completed are indicated by an Incomplete label. To view the transaction details, click the name of the transaction. To search for a transaction, enter the card holder, merchant name, or card number in the Search field.
The Required Fields section includes any information that must be entered for the transaction to be considered complete.
To make a selection for a required field, click the drop-down menu for that field.
When making field selections, you can enter an option in the Search field, select all options, or select an individual option.
To attach a receipt to the transaction, drag and drop a PDF, JPEG, or PNG to the Receipts section or click the Add icon.
To add notes, enter any details in the Notes field.
Transaction changes are saved automatically. You can also add information in the Optional Fields section.