Receipt management & attachments | Getting started guide | Extend
Overview
Extend is once again Tearsheet’s Best Virtual Card Provider, earning the honor for the third year in a row.
Features
- Virtual cards
- Budgets
- Bill pay
- Receipt management
- Reimbursements
- Reconciliation
- Integrations
- Explore all features
Participating Banks
- American Express
- Banc of California
- BMO
- City National Bank
- Corpay
- HSBC
- PNC
- Regions Bank
- Silicon Valley Bank
- Texas Capital Bank
Extend for
- Vendor payments
- Virtual employee cards
- Expense management
- Tracking spend
- Reconciliation
- Integrated payments
- Custom AI agents
By industry
- Retail & ecommerce
- Legal services
- Construction & manufacturing
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- Life sciences & medical
Getting Started Guide
10. Receipt Management & Attachments
Manage company-wide receipt documentation
Extend makes it easy for users to attach receipts and for finance teams to manage receipt documentation. You can set “receipt required” rules, easily see which transactions are missing receipts, and send reminders to users who need to attach them.
Set Receipt Rules
The Owner and Admins can set receipt rules in Extend for the company to follow. You can customize mandatory receipts for:
- All transactions
- All transactions over a designated dollar amount
- Individual virtual cards — the receipt rule can be turned on/off in the card details.
How to Manage Receipt Rules for Your Organization
How to Manage Receipt Rules for Your Organization | Extend Academy
Send Receipt Reminders
The Owner, Admins, and Bookkeepers can remind users to attach receipts with in-app reminders. You can send one bulk reminder to everyone with missing receipts or by individual transactions.
Best Practice 🚀
Give your finance team a break from receipt chasing! Set your receipt rules ASAP to help your employees stay compliant.
FAQs
Who can manage receipt rules and reminders?
The Owner and Admins can set and change the receipt rule for their org, as well as, send receipt reminders to all users in their org who are missing required receipts.