When you enter Expense Management, you will be directed to the Tasks page. This page gives you an overview of your pending tasks, expenses and expense reports.
Your expenses and Your expense reports
Your expenses are the transactions you’ve made on your Capital One business card. Expenses are split into three categories:
Incomplete expenses are expenses that are missing required expense details such as receipt, category or purpose. Once required details are added, the expense’s status will change to complete.
Unmatched receipts are receipts submitted via text message or email that could not be matched to any of your expenses. You can manually match these receipts to the correct expense to remove the status.
Complete expenses have all the required expense details and are ready to be added to an expense report.
Your expense reports are sorted into the following categories:
Open expense reports include draft reports that haven't been submitted for approval yet and reports that have been sent back and need to be re-submitted for approval.
Submitted expense reports are those that have been submitted for approval.
Sent back reports have been sent back by your approver and need to be updated and re-submitted for approval.
Your tasks
Your tasks lists actions that you need to complete. Select the button corresponding to a task to complete it.
If you have any more questions about your task page, contact our support team at support@capitalone-fylehq.com.