Transactions
Learn how to manage transaction settings as an admin or categorize your own transactions.
Transactions Overview
What do the icons mean on the Transactions page in Spend Center?
Receipt auto validation in Spend Center
How do I find a transaction status in Spend Center?
How do I manage transaction auto categorization in Spend Center?
How do I export receipts from Spend Center?
How do I filter and export transaction data in Spend Center?
How do I approve or deny transactions in Spend Center?
How do I require receipts on transactions in Spend Center?
How do I create custom fields for transactions in Spend Center?
How do I edit or delete custom fields for transactions in Spend Center?
How do I manage transaction defaults for an account?
How do I send a reminder message to Spend Center users with incomplete transactions?
How do I create automated budget rules for transactions in my Spend Center account?
How do I clone a merchant rule in Spend Center?
How do I manage transaction review settings in Spend Center?
How do I create automated merchant rules for transactions in Spend Center?
How do I create or delete custom field options in Spend Center?
How do I categorize and complete a transaction?
How do I bulk edit transactions in Spend Center?
How do I split transactions in Spend Center?
How do I manage transaction defaults in Spend Center as a spender?
How do I designate a receipt as missing or unavailable for a transaction in Spend Center?
How do I upload and delete receipts in Spend Center?
How do I lock custom fields for a transaction in Spend Center?
How do I enable reminder emails to categorize transactions?
How do I update denied transactions in Spend Center?