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
Everything you need to set up expense management for the first time.
Cards & cardholders
Connect and manage the business cards you use, and the people assigned to them.
- 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 cardholders submit receipts, and how to manage them once they're in Melio.
- 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
Review, categorize, and troubleshoot the purchases that come through your connected cards.
- 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
- How to export expenses to a CSV file in Melio
- Why can't I edit an expense transaction in Melio?
Syncing
Send your categorized transactions to QuickBooks Online or Xero, and resolve sync issues.