Power users (e.g., Users with Admin profile), can navigate to the Company Settings page, scroll to the to 'Cards and Budgets' section, click the 'Manage settings' button, and configure settings for receipts, memos, and transaction approvals. 

General Settings

The top part of the page includes a 'General settings' section. 

When the first checkbox, 'New budgets will require receipts by default', is checked, we are forcing adding receipts by default. Note that this can be done by power users on others levels such as Spend Category, card and transaction.   

If the second checkbox, 'Allow receipts to be reported as missing', is checked, users with an Employee profile will have the option to mark a transaction or expense accordingly (i.e., No receipt?) and NOT attach a receipt. 

Card Type Setting

The next section, 'Card type setting' allows you to set up various options that we describe in other articles. Please click the following links to read more configuring settings that you can do for receipts, memos, and transaction approvals. 

Corporate Card

Click the following link to learn more about the corporate card feature. 

Suspend card automatically

We’ve recently introduced an option to automatically suspend General Purpose cards if transactions are missing required details for more than X days with a default of 15 days. This feature helps organizations take corrective action when employees fail to submit essential information such as receipts, spend categories, or memos. It is part of a broader initiative to establish a clawback mechanism. The defined threshold specifies how long employees have to complete the missing details. If this period is exceeded, the employee’s card will be automatically suspended, and a targeted notification will be sent regarding the suspension. Once the missing information is provided, the card will be automatically reactivated.