Method 1: Clicking the text reminder link
Upon purchase, the cardholder should receive a text to the number associated with the profile the card is under. The text should look something like this, and include a clickable link which takes them to the upload receipt page.
Clicking that link will take you to a page that will show the amount spent, as well as the transaction details.
Here, you can add tags set by admins for the type of purchase made, a memo for any internal notes, as well as upload receipt.
Receipt uploads include a few options as shown below. Select the file of the receipt and the file name should show when successfully uploaded.
Click all done, and you can safely close the page to complete the receipt upload.
Method 2: Going into your Truss Dashboard
Logging into your Truss Dashboard as the user who completed the transaction will allow you to see all purchases made on your cards.
Note: Different roles have different access to transaction information; eg. Bookkeepers can see all employee expenses etc.
All employees will be able to see their transactions in the Wallet section as shown in the image, and click on the expense they need to add a receipt to:
The expenses highlighted in red, or that have a warning receipt icon means it is missing a receipt:
Click on the expense to pop up this page which will allow you to add tags, a memo, and upload the receipt:
Successfully uploading the receipt will make the compliance title have a check mark as shown here:
