How to submit transactions and attach receipts automatically

To allow users to auto-submit transactions with matching receipts for review, Admins must first enable Auto Submit Transaction in the Transaction Requirement settings. Here are the steps to do it:

1. Hover your mouse over the Company Name on the left-hand side of the screen and click Company Settings.

2. Click Transaction Requirements and toggle Auto Submit Transactions to enable it.

Once enabled, users can start emailing their transaction receipts to receipts@corpcard.linkbank.com, with the transaction memo as the email's subject.

Our receipt intelligence feature will do the rest of the work by automatically matching emailed receipts to their corresponding transactions and submitting them for review.

Note: Only receipts less than three months old can be matched automatically.