The account owner or account manager for your business will give you access to Expense Management. After you receive access, you’ll get a welcome email with resources to help you get started.
Access Expense Management
There are multiple ways to access Expense Management.
From your desktop:
Go to www.capitalone.com.
Sign in to your Capital One account.
Select your business account to go to Account details.
Select one of these options to go to Expense Management:
Select the Manage expenses button above your transactions.
Select the Payments and Expenses tab, then select the Manage Expenses link.
You will be directed to Expense Management.
From your phone:
Sign in to your Capital One mobile app.
Select your business account to go to Account details.
Select the Manage expenses button.
You’ll be directed to Expense Management on your phone’s default browser app.
Who is a spender?
Spenders are cardholders at a business that make business-related purchases and must submit those expenses for approval. As an admin you can complete the following tasks:
Add receipt and expense details by desktop, text message, email or your mobile browser
Submit expense reports for approval
Get notified of changes to your expenses and expense reports via email.
Understanding expenses and reports
Once a transaction is made on your Capital One business card, it appears on your Expense Management account. You can add receipts and details—like purpose, project and category—to an expense. Complete expenses, expenses that have all required details, are submitted in an expense report for approval by your approver or admin.
Pages available to spenders
In the left panel, three pages are accessible to you.
Tasks: View the actions you need to complete and an overview of your expenses and reports.
Your expenses: View all the expenses you’ve made on your Capital One business card. Unreported expenses haven’t been added to a report yet.
Your expense reports: View all the expense reports you’ve created.
In the left panel, you can also access the settings to configure your preferences.
There are two settings pages accessible to you:
Profile: View your basic account details—like name and email address—and any other details your admin has added about you—like department, date of joining, or location. You can also set your timezone and opt in to receiving text messages on this page.
Notifications: Determine when you’d like to receive email notifications. For more detailed instructions, view the Set your email notification preferences help article.
Support
If you have questions or need support, you can always open the Support menu from the top right on any page.
If you need further assistance, contact our support team at support@capitalone-fylehq.com.