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  2. Expense management

Expense management

Connect the business cards you already use, collect receipts, and sync expenses to your accounting software.

  • Setup & activation

    • How to manage business card expenses in Melio
    • How to get started with expense management in Melio
    • How to add a business card in Melio
    • How to add and manage cardholders in Melio
  • Day-to-day use

    • How to export expenses to a CSV file in Melio
    • How to review and categorize expense transactions in Melio
    • Understanding expense transaction statuses in Melio
    • How to submit a receipt via text message or email link in Melio
    • How to manage expense receipts in Melio
    • How to sync expenses to QuickBooks Online in Melio
  • Troubleshooting

    • Why can't I edit an expense transaction in Melio?
    • My business card isn't connecting in Melio
    • What to do if a transaction is missing from your Melio Expense Management Tab
    • Why is my cardholder not receiving receipt text messages or emails?
    • My expenses aren't syncing to QuickBooks Online
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