My transactions

Find your card purchases and reimbursements, add receipts, change categories and choose spending budgets

Your card purchases and reimbursements are on My transactions in the sidebar, after your company finishes onboarding. There you add receipts, change categories and choose spending budgets.

Every turns on budgets company by company. If you don’t see Budget on a transaction, email [e-mail] to ask about it.

Find a transaction

Select Filter to narrow the list by payment method, date, amount, direction or status.

In Filter, under Status, select Missing information to see the transactions that still need a receipt. Each page lists 50 transactions. A Status filter, or a filter set to is not, narrows only the page you’re on.

Add a receipt

A completed card purchase that needs a receipt shows Missing receipt in Status, and its details show Missing information.

1. Open the transaction

   In the Receipt column, select the upload icon, or select the row.

2. Add the receipt

   Under Receipt, add a PDF or image.

3. Describe the purchase

   In the description field, enter what the purchase was for.

4. Save

   If the sheet has a Save button, select it. If not, Every saves the receipt when you add it, and the description when you close the sheet.

If you get a link to upload a receipt, it opens a form that doesn’t ask you to sign in.

1. Add the receipt

   In the form, add the receipt.

2. Describe the purchase

   Enter what the purchase was for.

3. Submit the receipt

   Select Submit or Save & Close.

If the link has expired, upload the receipt from the transaction instead.

Change a category

In a transaction’s Category cell, select a new category. You can also right-click the row and select Change category.

To change several transactions at once:

1. Select the transactions

   On My transactions, select the rows.

2. Open the category choices

   Select Assign category.

3. Assign the category

   Select a category.

Payroll transactions can’t be recategorized.

Tag a transaction to a budget

1. On My transactions, open the transaction.
2. Under Budget, select a budget you own.

If you own the current budget, you can move the tag to another budget you own or select No budget to clear it. A budget name without a picker means you can’t change that tag.

To show the Budget column in the list:

1. Select Display.
2. Under Fields, turn on Budget.

The column is hidden by default.

Ask to be reimbursed

Select New reimbursement to ask to be paid back for a company expense you paid yourself. See Submit a reimbursement for the form, request statuses and deleting a pending request.