The Transactions tab on the online dashboard and the Transaction list on the mobile app allow you to view transaction history, and they also allow you to attach receipts or notes to specific transactions. This optional feature can help you document purchases, either for personal use or in case you ever need to demonstrate that a purchase was a Qualified Expense.
If you tap a transaction from the mobile app or click the “Review transaction” button listed to the right of a transaction from the online dashboard, you can upload receipts. From the online dashboard, you can also add a note to include a description of what was purchased, and mark whether the transaction was a Qualified Expense.
From the Report tab, you have the option to generate a Detailed Transaction Report for any period, which will include the transaction details and any notes, receipts, and Qualified Expense information you chose to enter. If you submit a request for this type of report, you will receive the report via email within 1-2 business days.
If you do not need a statement that includes notes and receipts, you can also download either a monthly statement (monthly statements for the previous month are made available on the 5th of each following month) or a transaction report instantly from your dashboard. These reports include all transactions and funding history for a specific period of time.
