With KleerCard, receipts are captured right when the purchase happens, not weeks later from the bottom of someone's bag.
How do cardholders submit a receipt?
There are two easy ways:
From the mobile app: Right after a purchase, the cardholder snaps a photo of the receipt with the KleerCard mobile app.
From the online portal: Cardholders can also log in to their KleerCard portal online and attach receipts directly from their device or email account. That's perfect for online purchases, emailed invoices, or digital receipts.
Either way, the receipt is attached to that exact transaction, so there's no matching things up later.
Do cardholders get reminders?
Yes. KleerCard sends automatic reminders when a receipt is still needed, so nobody has to play receipt detective.
Where do the receipts go?
Every receipt lives with its transaction, alongside the cardholder, department, and budget category. Your finance team can review receipts instantly, and everything stays organized and audit-ready.
What if someone forgets?
You can set cards to auto-lock if a receipt isn't submitted within a set period of time. See What happens if a receipt is missing? for details.
Have more questions?
Just ask us here or email [email protected]. You're always welcome to apply anytime.