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Transactions
Learn how to manage transaction settings as an admin or categorize your own transactions.
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Transactions Overview
What do the icons mean on the Transactions page in 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 manage post-transaction approval settings in my account?
How do I send a reminder message to Spend Center users with incomplete transactions?
How do I manage transaction review settings in my Spend Center account?
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 receipts in Spend Center?