Expense reminders are a feature for Wise Business accounts that remind you to upload a receipt to your card transaction — this makes business accounting easier.
How to switch on expense reminders
Go to Settings on your business profile
Select Team members and payment approvals
Select Expense reminders
Toggle on the weekly reminders to upload receipts
Select how many weekly reminders will be sent — reminders will stop once the transaction is older than the number of weeks selected
Only the Account Owner or team members with the permission to Add or remove team members and change their permissions can enable and disable these reminders. To switch off expense reminders, simply follow the steps above and toggle off the weekly reminders.
How often will cardholders expense reminders?
After the date expense reminders are switched on:
a phone push notification will be sent to the cardholder to upload receipts for transactions that don’t have one, every Friday
an email notification will be sent to the cardholder to upload receipts for transactions that don’t have one, every Friday
a task will be displayed on the Activity page, showing all transactions without a receipt attached — even if a cardholder dismisses the task, they’ll still get the reminders
All of the above apply to transactions after the date expense reminders have been switched on.
What if my Wise account is integrated to Xero?
If your Wise business account has a connection to Xero, card transactions with receipts can be synced there. To enable it:
Go to the Xero manage page
Under the connection settings, toggle on Card transactions