Missing-receipt reminders are available on the Smart, Premium, Essential, Business, and Enterprise plans.
How can I manage receipt reminders?
To facilitate receipt collection on Qonto, we send the following :
-
weekly reminders to transaction initiators, highlighting transactions without attachments
-
weekly summaries of missing receipts to the Owner and Admins.
These reminders are activated by default.
💡 Attachments on Qonto have probative value, which means, organizations no longer need to keep paper receipts: paper and digital receipts have the same legal value.
Owner and Admins can deactivate and reactivate receipts reminders on web app:
1. Go to the Settings section
2. Click on Missing-receipt reminders
3. Choose the automation you want to deactivate or reactivate
👆 It is not possible to turn off notifications on mobile.
How can I set up rules to auto-block cards in case of too many missing receipts?
The feature is available on the Expense & Spend Management add-on.
How to create or update the rules?
To force cardholders to upload their receipt on Qonto, Admins and Owners can set up a rule to auto-block cards after too many late receipts.
To set up the rules, Admins and Owners go to Settings → Missing receipt rules → open the Auto-block cards toggle.
Admins and owners need to define the parameters of the rules:
- Mark receipts as late after x days
- Block cards after x late receipts
- Apply to: all team members with cards OR select specific team members
- Select or no select: apply to new team member cards automatically
Cardholders will be notified by email and push notification when the rules are created or updated.
The rules will apply to all cards of a cardholder.
💡 Note:
- Late receipts = a transaction without a receipt after X days (defined in the rules)
- Missing receipts = a transaction without a receipt
How are cardholders informed before the card is blocked?
- 3 days before the card is blocked: email & push notification
- 1 day before the card is blocked: email & push notification
- When the card is blocked: email & push notification
How to unblock a card?
- Admin and Owner will be informed when a card is blocked: Admin and Owner can temporarily unblock the card. It will last only a few minutes and hours, then remain blocked until the cardholder uploads the late receipts or is removed from the rules.
- Cardholders upload their late receipts. It can take a few minutes or hours to unblock the card
How to check how many late receipts a cardholder has?
- Cards sections → Team cards → select a card and, on the side panel, see the number of late receipts from the cardholders
- Transaction → select the filter Late receipts + add the filter Team member.
If you want to visualize all your missing receipts, please read this article.