Spend Center

This article explains how transactions work in Spend Center.

Transactions Overview

A useful key for the icons on the Transactions page in Spend Center.

Learn how to manage transaction settings as an admin or categorize your own transactions.

Learn how to manage which transactions display on the Transactions page on a web browser or the mobile app.

Learn how to approve and deny transactions from a web browser or the Spend Center mobile app.

Steps to require receipts on transactions in Spend Center, how to toggle the requirement on virtual cards, and allowing missing receipts.

How to create custom fields to track spending in Spend Center.

Learn how to update custom fields or delete custom fields in Spend Center from a web browser.

Learn how to manage transaction defaults for a custom field in your Spend Center account.

Learn how to view and edit your account's post-transaction approval settings.

Learn how to send a reminder message to users with incomplete transactions in your Spend Center account.

Learn how to set up spend approvals for transactions in your Spend Center account.

Learn how to categorize and complete a transaction from a web browser or the Spend Center mobile app.

Learn how to edit multiple transactions from a web browser or the Spend Center mobile app.

How to split transactions in Spend Center before syncing to your accounting system.

Learn how to manage transaction defaults in Spend Center.

Learn how to indicate that a receipt is missing or unavailable, if this option is available for your company.

View an overview of adding receipts to transactions via your mobile app and the web app.