Flag and follow up

Hold a charge back, nudge cardholders, and know which flag is which.

Flag a charge to hold it back

Open the charge and click Flag. A flagged charge won't become Ready or go to accounting until someone clears it. Click Unflag, or Mark reviewed, when it's sorted.

Flagging doesn't notify anyone. If you need the cardholder to do something, leave a comment on the charge or send a reminder.

Nudge cardholders

Go to Approvals and open the Missing items tab.
Tick the charges and click Remind cardholders.

Each cardholder gets one in-app notice listing what they need to finish.

Automatic reminders

An admin can turn on receipt and coding reminder emails so you don't have to chase every charge. See Receipt and memo requirements.

Two kinds of flag

A Flag you set on a charge holds it back until someone clears it.
The Flagged tab on Approvals lists charges that broke a policy rule. Approving one asks for a justification.