Admins can set receipt and memo requirements for all Spend Card transactions from Company Settings. These policies help ensure expenses are properly documented and compliant.
How to configure submission policies
Go to Company Settings.
Open the Spend Cards sub-tab.
Toggle Receipt Required and/or Memo Required.
Changes are saved automatically and apply immediately to all new transactions.
Available submission policies
Receipt Enabled:
Workers must upload a receipt for every Spend Card transaction
Transactions remain marked as incomplete until a receipt is uploaded
Memo Enabled:
Workers must add a memo explaining the purpose of the transaction
This applies even if a receipt is uploaded
Both policies can be enabled independently or together.
How policies apply
Policies apply to all Spend Card transactions across the company
Policies apply to new transactions only
Past transactions aren’t updated retroactively
What workers experience when policies are enabled
Workers see the requirement on each transaction and are requested to upload the required receipt and/or memo
Transactions remain flagged until the requirement is completed
Notes
Only admins (or company users with the appropriate permissions) can manage submission policies
Workers cannot disable or override these requirements
These policies support audits, expense reviews, and reimbursements