Some businesses don’t require receipts/tax invoices for low-value card transactions. To set a dollar amount threshold so that card expenses under the threshold don’t need a tax invoice, while card expenses at or above the threshold do:
1. Go to Account settings
2. Navigate to Expense Fields → Tax Invoices
3. Find the Card (budget) receipt requirement setting
4. Set it to Mandatory (the threshold only applies when Mandatory is selected)
5. Click the edit icon next to greater than or equal to $0.00
6. Enter the amount you want i.e. $82.50
7. Click Save amount
Important notes / limitations
- The threshold only applies when the receipt requirement is set to Mandatory
- You can only set a threshold for transactions made with a budget card
- Transactions at or above the threshold require a receipt
- Transactions below the threshold are automatically marked No tax invoice required
- Your new receipt rules will be applied to any existing incomplete expenses in the background
- This feature is available to customers on our Premium and Enterprise plans only