Setting up a Receipt Policy

A receipt policy allows organizations to set a monetary threshold to advise users when to attach receipts to transactions.   

Please follow these steps to enable the receipt policy feature: 

1. Log into the Mesh platform as an Administrator or a user with Technical Admin permissions.

2. Navigate to the upper left side, click on your company, and then on the Company Settings link.

3. Scroll down to the Receipt Policy section, and click the Manage Receipt Policy button. 

4. Set the minimum amounts for each card (i.e., On-Demand, Subscription, Fuel, and Travel) and click Save. The amounts are thresholds that will trigger the platform to require a receipt.  

Notes:

• Mesh added the option to set Memo policies to this page. 
• If members of the finance team change the policy it will affect new transactions.

Receipt icon

The Transactions page includes a column named Receipts that you can sort and filter by. The column is icon/color-coded (from top to bottom): 'Missing receipt required', 'Attached not matched', and  'Attached matched'.

Note: You can filter by values of the receipt column. 

Setting up reminders to submit receipts

Users with an Admin pr Pro profile can send email reminders to attach receipts to the owner of a specific card by clicking on the three dots next to a transaction and selecting Send Missing Receipt Reminder.

In addition, it is possible to send company-wide reminders by clicking the three dots, located in the upper right corner of the transactions page, and then clicking Send Missing Receipt Reminders. 

Finally, it is possible to set up a reminder policy by navigating to the Company Settings page, scrolling down to the Auto Reminders section, clicking on the Manage Auto Reminders Policy button, setting the number of days, and clicking the Save button. This action ensures that weekly reminders are sent to users with transactions that require receipts.     

A sample of a reminder

The following example shows an email notifying the recipient about missing receipts.