It’s simple, make sure to complete your expense reports as soon as you make a card transaction.
The easiest way to do this is on the mobile app:
- Open the app
- Tap the Expenses tab
- In the Incomplete Expenses list, open any incomplete expenses listed
- Upload a receipt
- Fill out the required fields
- And you’re done!
When you’re close to having your budget cards blocked, you’ll see a warning in the Expenses tab in the mobile app. If you see this warning, it’s time to complete your expenses!