Say goodbye to expense reports

Say goodbye to expense reports

Let’s face it – no one likes to fill out expense reports. Luckily, our unmatched transactions and reporting tools can do the heavy lifting for you.

We’ve got your business spending covered with a range of features like:

  • Pre-approved spend controls
  • Intuitive receipt capture
  • Limit spending to workdays only
  • Tags and notes to keep you organized
  • Simple search and filtering capabilities

By taking advantage of these tools, you can save yourself and your team hours of unnecessary paperwork and sorting, letting you focus on the things that matter to grow your business.

Tags and notes

Adding tags to transactions allows accountants and money managers to better organize spending. Tags are free-form and can be used for any purpose, from entertainment to travel expenses and more.

Our spend management platform also lets you add Notes to every transaction. Need to show who was in attendance at a business lunch? Add their names to Notes. Want your drivers to add mileage info at each fill-up? Notes is a great place to do that as well.

Best of all, tags and notes are fully searchable and exportable, so your unstructured data becomes a valuable compliance and planning tool.

Tags and notes
Accounting integrations

Accounting integrations

The U.S. Bank spend management platform allows you to map and export your transactions to your core accounting system so that your books are always up to date!

Dispute transactions

If you or a cardholder sees a transaction that doesn’t look right, you can dispute it in the same way you might with a personal credit card. All you must do is click the Dispute Transaction link in the transaction details to begin the dispute process.

Dispute transactions