You can update your Expense Management policy settings at any time whether you're on your desktop or the Relay mobile app.
How to update your documentation policy settings
- Sign in to your Relay account.
- Navigate to the Expenses tab and select Receipts from the dropdown menu.
- On the right-hand side, under Receipt policy settings, click Edit settings.
- Select your desired receipt policy from the list of options, then hit Save.
- If needed, update your receipt admins by selecting a team member from the drop-down menu for each card.
- Sign in to the Relay app on your mobile device.
- Navigate to the Settings tab.
- Select Receipt policy.
- Select your desired receipt policy from the list of options, then hit Save.
What can a receipt admin do?
Receipt admins will receive an SMS notification when an in-person debit card transaction is made. They can upload a receipt directly to Relay from the link in the SMS, even if the card used isn't assigned to them. Only team members with Administrator, Manager, or Cardholder permission can be assigned as a receipt admin.
Will changing my documentation policy settings impact my documentation reminders?
Yes, updating your receipt settings will change which in-person transactions you receive a reminder for.
Will transactions from my previous documentation policy settings still appear on my documentation page?
Yes, changing your policy will not impact past transactions.
Who can change the documentation policy settings?
Receipt settings can be changed by a team member with Administrator permissions and an advisor with Administrator or Super Administrator permissions.