Cards

You can link both personal and corporate cards to the ExpensePoint system, enabling seamless access to detailed card statements and a streamlined expense management experience. Once your card transactions are retrieved, you have two options for managing them:

• Automatic Conversion: Transactions can be automatically converted into expenses, saving you time and effort.

• Manual Review: You can review each transaction yourself and decide which to convert into expenses, giving you full control over your expense reporting.

This flexibility ensures that your expense management process is both efficient and tailored to your individual or organizational preferences.

For detailed instructions on managing your transactions and optimizing your workflow, please view this article.