Expense management lets you connect the business cards you already use, capture receipts from your team automatically, review and categorize every purchase, and sync it all to QuickBooks Online or Xero. This article contains the links to every guide you'll need:
Get started
Cards & cardholders
- How to add a business card in Melio
- How to add and manage cardholders in Melio
- My business card isn't connecting in Melio
Receipts
- How to submit a receipt via text message or email link in Melio
- How to manage expense receipts in Melio
- Why is my cardholder not receiving receipt text messages or emails?
Transactions
- How to review and categorize expense transactions in Melio
- Understanding expense transaction statuses in Melio
- What to do if a transaction is missing from your Melio Expense Management Tab
- What to do if a transaction is missing from your Melio expenses pages