Receipts can be captured and uploaded in three ways: via SMS, the mobile app, or the desktop dashboard. Each method matches receipts to the correct transaction within the Finally platform.
SMS RECEIPT CAPTURE
1. When issuing a card, make sure SMS notifications are turned on for the card.
2. After a transaction, the cardholder will receive a text message prompting them to upload a receipt.
3. Simply reply to the text with a photo of the receipt.
4. The receipt will automatically be matched to the correct transaction in the platform.
SMS receipt capture is fast and ideal for employees in the field.
MOBILE APP RECEIPT UPLOAD
1. Open the Finally Cards mobile app.
2. Tap the green circle receipt icon.
3. Choose between:
Automatch: The app will automatically suggest a matching transaction.
Manual search: Search for the transaction you want to match the receipt to.
4. Take a photo of the receipt using your phone’s camera.
5. Confirm the match to complete the upload.
DESKTOP DASHBOARD RECEIPT UPLOAD
1. Log in to the Finally dashboard on your desktop.
2. Click on the Transactions tab from the main menu.
3. Find the transaction that needs a receipt.
4. In the Receipt column, click the receipt icon for that transaction.
5. Drag and drop the image of the receipt into the Receipt field.