Plan Expense Reporting

Talk to your finance team about their expectations for expense reporting.

Credit Card

If paying for gifts via credit card, you will likely need to regularly pull receipts from My Organization > Receipts. They can be downloaded as PDFs.

To automatically send receipts to your finance team or reporting software, go to My Organization > Settings. You can then add email addresses for all billing contacts.

Balance

If funding your balance with an invoice request, you can send the invoice directly to your finance team. If funding your balance with a credit card, you can see your receipt under My Organization > Receipts.

Analytics Reports

If your finance team would like to see gift-level transaction data, click on the profile icon in the top right. Then, click on Reports. Change the date filter in the top right to the appropriate date range, then scroll down to gift data.

You will be able to download a CSV of all sent or accepted gifts for your finance team there.