As a user in Capital One Expense Management, you can use the text message feature to attach receipts and code expenses.
Before you begin
Enable text messaging: Ensure you've opted in to text messaging and verified your mobile number in the Expense Management profile settings (see the opt in to text messaging article for instructions).
Standard messaging rates: Standard text messaging rates from your mobile carrier may apply.
Using text messages to code expenses
Expense Management automatically imports transactions and attempts to code them using expense rules. You'll receive text notifications if a receipt or additional information is needed.
Receive notification: You'll receive a text from Capital One Expense Management prompting you to attach a receipt or provide missing details.
Attach receipt (if required): If a receipt is required, reply to the text message with a picture or PDF of your receipt. If a receipt isn't necessary, you can skip this step.
Code expense (if required): If additional information is required as per your business configuration (e.g., category, project), reply to the text prompts with the correct details.
Save expense: Once you've provided all the necessary information, Expense Management confirms the expense details. Reply with "Save" (or the designated keyword) to save the expense.
Here's a sample conversation:
If Expense Management is unable to match the receipt to the expense (say there is a big difference in amount or date or the information on the receipt is not clear), then you can find that receipt under Unmatched receipts on Expense Management. You can then match those unmatched receipts to the right expenses.
Important tips
Image clarity: Ensure receipt images are clear, legible, and show the entire receipt.
File size: Receipt files should be under 5MB. If you have a large file, compress it before sending.
Abbreviations: While Expense Management may recognize some common abbreviations, use the full and correct names for categories, projects, etc., to avoid errors.
If you have any more questions about to text messages, contact our support team at support@capitalone.sage.com