How to use Relay's Expenses Table

This article will walk through how to use Relay's Expenses table. This is where you can ensure receipts are added to every card transaction, coded using your general ledger codes and synced to your accounting software as expenses (along with the receipt).

You will need to integrate the Expenses table with Xero or Quick Books Online. For more information on integrating, please see: 

• Integrating with Xero for Spend Management
• Integrating with QuickBooks for Spend Management

How to use Relay's Expenses Table:

1. Click Expenses in Relay's main menu on the left side
2. Your expenses table will be on this page; it is automatically filtered to display transactions that are missing a receipt. You can view transactions that have already been synced under the Archive tab.
3. In the receipt column for the specific transaction, select the '+' button, and you will prompted to upload a receipt.  You will see a green check mark on the receipt icon when the receipt is successfully uploaded.
4. To add a receipt to a transaction, code the expense using the category & vendor drop-downs. 
5. You can choose to add in a note about the transaction for tracking purposes. 
6. Click the Sync button at the end of the row to export receipts to your accounting software as expenses.

How to split a transaction on Relay's Expenses Table

1. Click Expenses in Relay's main menu on the left side
2. Your expenses table will be on this page; it is automatically filtered to display transactions that are missing a receipt. You can view transactions that have already been synced under the Archive tab.
3. For the transaction you want to split, go to the right side of the transaction in the table and select the three vertical dots.
4. Click on Split line item. 
5. Enter the amount for each item you want split, and select the Xero/QuickBooks category and you can choose to add a note. 
6. If you need to add another line item, please select Add another split.
7. If you need to, you can refresh your sync by selecting Refresh Xero/QuickBooks
8. Once this has been completed, please click Split Transaction. 

How to create an accounting rule using Relay Expense Management

There are two ways you can access the Expenses Table accounting rules and automation. 

Option 1:

1. Click Expenses in Relay's main menu on the left side
2. Near the top right-hand corner, please click on the three vertical dots and select Rules & Automation

Option 2:

1. On the left-hand side, click Settings
2. Select Accounting Rules & automations
3. Click Create new rule