Access Expense Management
Your owner or account manager will give you access to Expense Management as an authorized user.
To access Expense Management, go to Account details then select the Manage expenses button above your transactions.
Who is a Spender?
Spenders are employees of an organization that spend, create expenses and submit the expenses for approval to their approvers/admins.
Once a transaction is made on your corporate credit card, an expense will be created for that transaction automatically. You can add and save details on an expense. Complete expenses are to be added to an expense report and submitted for approval.
Pages available to spenders
On the left side panel, three pages are accessible: Home, My expenses and My expense reports.
Home: this page has a one-stop view of your expenses, reports, cards and pending tasks. You can carry out various actions from the home page.
My expenses: you can find all of your expenses on this page. It is divided into two sections, Unreported and All Expenses, to differentiate between submitted and non-submitted expenses.
My expense reports: My expense reports: you can view all expense reports on this page. It has been divided into four sections, Open, Submitted, Approved and Closed to separate reports accordingly.
Spender settings
Apart from the functions across various pages, you can configure account settings according to your preferences. You can access Spender settings by selecting the gear icon in the top right corner of your screen.
On the left-side panel, there are types of settings you can modify:
Profile: This page shows your basic account details such as name and email ID.
Preferences: You can toggle data extraction and set your timezone from this page.
Notifications: Select your notification preferences to avoid missing out on updates related to your expenses/reports.
Help center
You can always reach out via email to our support team for any queries you may have from the support icon in the top right corner of your screen.
The Help Centre has multiple knowledge base articles to guide you through the product.
If you need further assistance, reach out to our support team at support@capitalone-fylehq.com.