Company card: manage receipts and transactions

💳 How it works

Your company pays the card invoice. The card transactions come into Expense automatically, and you link receipts to them, account for or comment on them and submit the expense report.

👉 Applies to: you who have a company card where the company pays the invoice. If you have personal payment responsibility, read Company card with personal payment responsibility.

📷 Step 1 – Register the receipt

1. Open the Expense app and tap the plus sign (+).
2. Choose Create purchase and photograph the receipt, or choose an image from your photo library.
3. Check the date, amount, VAT, city and place of purchase that the app has read.
4. Choose Company card as the payment method.
5. Write a comment and tap Save.

🔔 You get a notification when the card transaction has arrived, and the receipt is linked to it automatically.

👉 Has the transaction already arrived? Open it under To Do > To account, tap the camera icon and add the receipt.

📊 Step 2 – Account for the transactions

1. Under To Do, choose To account and open the card expense report.
2. Choose the transaction and tap Categorize.
3. Choose the account or use a Quick select under Purchases.
4. Check the VAT, that the receipt is linked and any internal accounts, and save.

[IMAGE: Kontoplan instruktion (1)-png.png – app: account for a card purchase (three phone screens) – English version to be added]

👉 If it is representation, read Register representation.

💡 Does your finance department account for you? Then it is enough that receipts and comments are included before you submit.

📤 Step 3 – Submit the expense report

Check that all transactions have a receipt and a comment, and tap Submit.

✅ The expense report is sent on for approval.

❓ Frequently asked questions (FAQ)

Do I have to photograph the receipt right away?
No, but it is easiest. You can add the receipt to the transaction later.

Do I have to account for it myself?
That depends on your company. In some companies, the finance department does the accounting.

I accidentally paid for something private. What do I do?
You can't mark purchases as private on a regular company card. Account for the purchase on the account for private purchases instead. If you are unsure which account your company uses, ask your finance department.

The receipt wasn't linked to the transaction. What do I do?
Read Why isn't a receipt matched to the company card?

Do you want to account before the transaction has arrived?
Read Account directly in the Expense app.

✅ Summary

• 📷 Photograph the receipt and choose Company card
• 📊 Account for the transactions, unless your company does it for you
• 📤 Submit the expense report

🔗 Related articles

• Company card with personal payment responsibility
• Handle card transactions as they arrive
• Why isn't a receipt matched to the company card?
• Account directly in the Expense app