Some businesses don’t require receipts/tax invoices for low-value card transactions or reimbursements. To set a dollar amount threshold so that card expenses or reimbursements under the threshold don’t need a tax invoice:
1. Go to Account settings
2. Navigate to Expense Fields → Tax Invoices
4. Set Tax invoice requirement to Mandatory for budget card transactions, subscription card transactions and/or reimbursements (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 cannot set a threshold for accounts payable transactions
- 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