Overview
The Activity page is your one-stop shop for getting things done. Instead of hunting around for missing receipts or uncategorized expenses the Activity surfaces exactly what needs your attention. From one view, you can see all your pending tasks, quickly upload receipts, categorize expenses, and keep your transaction history clean and compliant. You’ll find a list of tasks waiting for your input, notifications to keep you updated, and detailed transaction views with everything you need—amount, merchant, card, date, and required fields—so you can knock out work fast and keep finance happy.
Using the Activity Page
- From the Home Page, click Activity.
- You’ll see all open tasks listed. Select the transaction you want to work on. The details will open.
- You will be able to add missing receipts and fill in any missing expense categories
- When all required fields are complete, click Submit. The task will immediately move off your to-do list