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Unified Receipt Review

For All Accounts

Written by Rachel

Permission Required: All Users can access this feature

Regional Availability: Australia, India, Singapore, United States

Overview

We've introduced a new left-hand upload and preview slider in the Cards and Accounting pages, allowing users to view receipts alongside transaction details. This eliminates the need to scroll through the expense page, making document review faster and easier. The enhancement also aligns the experience with Bill Pay and Reimbursements, providing a more consistent user experience across the platform.


How It Works

  1. Navigate to any transaction in the Cards or Accounting page.

  2. Use the upload panel on the left to attach a new receipt or preview an existing one alongside the transaction details.


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