Summit Spend Help

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Transactions & coding

Code charges to GL accounts and dimensions, add memos, and follow up.

Code transactions

  1. Code chargesGet each charge to Ready: read its status, use Summit's suggestions, code in bulk and split.
  2. Coding rules, quick codes and default codingCode repeat charges once: rules for merchants, one-click quick codes, and defaults for a whole bank connection.

Memos & policy

  1. Receipt and memo requirementsDecide what every charge needs, allow waivers, set up emailed receipts and turn on reminders.
  2. Read and sign the expense policySign your company's expense policy in Summit, and see who still needs to.

Review & follow-up

  1. Flag and follow upHold a charge back, nudge cardholders, and know which flag is which.
  2. Duplicate and unusual chargesReview charges that might be duplicates, and charges Summit flags as unusual.
  3. Keep a charge out of accountingExclude personal or non-business charges, and mark charges you already entered by hand.