Viewing and Adding Receipts and Memos

Note: All team members can view receipts or memos. However, bookkeepers do not have the ability to upload any receipts or memos.

Website

1. Log in to Your Flex Account: Access your Flex account by following this link.
2. Navigate to Credit: Locate and select "Credit" from the left-hand menu.
3. Transaction Overview: Stay on the Overview page and scroll down to view the list of transactions on your account.
4. Filter to Card Purchase: Select Filters > Type > Card Purchase > Apply filters.
5. Search for the Transaction: Find and select the transaction where you want to view or upload a receipt or memo for.
6. View or Upload Receipts and Memos: A window will pop up on the right side of your screen. Here, you can:
   1. Upload Receipt: Click the upload icon or drag and drop file, then select the file you want to upload.
   2. Expand Receipt: Click the expand button to see a larger view or download the receipt.
   3. Add Memo: Type your memo in the provided box.
      1. Save Memo: Click the “Save” button below the memo box to store your memo.

Mobile App

1. Log in to your Flex account:
   1. To Download the Flex Mobile App:
      1. Access the iOS App Store here.
      2. Access the Google Play Store here.
2. Navigate to Home: Navigate to the “Home” panel at the bottom of the screen.
3. Navigate to Credit: Locate and tap the “Credit Card” tab located at the top of the screen.
4. Access Transactions: Tap “See All” next to the “Recent Transactions” section.
5. Select a Transaction: Choose the transaction you want to view or upload a receipt or memo for.
6. Upload Receipt: Tap the “Upload receipt” icon and select whether to use your camera or upload from your photo gallery.
7. Add Memo: Tap “+ Add Memo” located under the “Actions” section and type your memo in the provided box.
   1. Save Memo: Tap “+ Save Memo” to store your memo.