Permission required: All Users
Regional Availability: Australia, India, Singapore, United States
Overview
When using your company card on Volopay, there may be times when certain expenses are flagged for review. This usually happens when a required detail is missing, such as a receipt, memo, or custom field.
How review and update flagged expenses:
Step 1: Go to the Flagged Expenses Section
Navigate to the My Volopay section of your account.
Under the Expenses tab, click on Flagged.
This will display all transactions that have been flagged and require your input.
Step 2: Review the Flag Reason
Click on a flagged transaction.
A side panel will appear, showing the reason why the expense was flagged.
For example, the missing requirement may be a receipt.
Step 3: Submit the Required Information
Upload the missing document or complete any required fields.
Add a comment explaining the update or providing any necessary clarification.
Include a memo if needed, especially for further context on the expense.
Step 4: Save Your Updates
Once you've added all required information, click Save.
Your updates will be visible to your company’s admin or expense manager, who will re-review the transaction. If everything is in order, the flagged status will be cleared, and the expense may be approved.
Need Help?
If you're unsure why an expense was flagged or need assistance submitting the correct documents, feel free to reach out to your finance team or contact our support team via chat.