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Card compliance

See which card charges are missing a receipt, notes or allocation, remind cardholders, and export compliance by cardholder or month.

The Compliance page shows posted card charges still missing a receipt, notes or allocation, and who they belong to. Use it to chase receipts before month-end.

Where to find it

Go to Transactions > Compliance in the left navigation. You see it if you can view everyone's transactions, not just your own.

The three views

Tabs at the top switch between three views:

Tab What it shows
Outstanding Posted card charges still missing something. Choose Last 7 days, Last 14 days or Last 30 days. This is the default.
Synced YTD Non-compliant charges already synced to your books this year, with what they cost.
This month, not synced This month's non-compliant charges that haven't synced yet.

Filter any view by department with All departments, one department, or No department.

What's on the page

The top figures show Charges, Missing a receipt, Missing notes and Missing allocation. Below them, depending on the view:

  • Aging: days since each charge posted. Open a bucket to see its charges.
  • Rolling cost (Synced YTD): non-compliant charges synced to the books, by month, with Running total.
  • Last 6 months: non-compliant charges, synced or not, by the month they posted. Recent months shrink as receipts come in.
  • Owner billbacks on hold: charges on a property that can't be billed back to the owner yet because they're missing a receipt. Click View these charges to see them.
  • Receipts that don't look like the charge: charges with a receipt that doesn't seem to match. They aren't counted as missing.
  • By department: cardholders, charges and amount for each team.
  • By cardholder: each cardholder's missing items and Reminders sent.

Most rows link to the same charges in Transactions.

Remind cardholders

On the Outstanding view:

  • Click Remind on a cardholder's row to send them fresh receipt links.
  • Click Remind everyone to remind every cardholder in the view, including the department filter.

Reminders stay within the daily limits. The result says what was sent and why any weren't. See Receipt requests and reminders.

Export compliance

Click Export and choose:

  • By cardholder (CSV)
  • By month (CSV), on the Synced YTD view

Need a hand? Email support@accountablevr.com

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