Collect missing receipts for card transactions
Add expense receipt tracking to your credit card reconciliation process by finding card transactions without receipts, sending receipt reminders to cardholders, escalating overdue items to managers, and sharing an open items summary with finance before close.
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Every morning, the automation pulls card transactions from [corporate card or expense management platform] that have passed [receipt deadline, e.g. number of days after posting] without a receipt attached. It messages each cardholder via [employee messaging channel, e.g. chat platform, email] with the merchant, amount, and date of every open transaction and a link to upload the receipt in [corporate card or expense management platform]. Transactions still missing a receipt after [escalation deadline] go to the cardholder's manager, looked up in [employee directory or HR system], via [employee messaging channel], and the finance team receives a summary of all open items via [finance team channel, e.g. chat channel, email].
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Problem
Finance teams spend the days before month end close checking which corporate card transactions still lack receipts and chasing each cardholder by email or chat. Employees ignore or forget the reminders, so the books stay open, transactions without receipts cannot be coded or audited, and recoverable tax on those purchases is lost.
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Solution
Every morning, the automation pulls card transactions from the corporate card platform that have passed the receipt deadline without a receipt attached. It messages each cardholder with the merchant, amount, and date of every open transaction and a link to upload the receipt. Transactions still missing a receipt after the escalation deadline go to the cardholder's manager, found in the employee directory, and the finance team receives a summary of all open items.
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Impact
Receipts arrive while purchases are still fresh in employees' minds, so card transactions are coded and reconciled on time and finance closes the month without a last minute chase.
Benefits
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Faster month end close
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Higher receipt compliance
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Reduced audit exceptions
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Increased tax recovery
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Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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