We all forget sometimes! KleerCard is built to catch missing receipts early and gently, so your finance team doesn't have to chase anyone down.
Will the cardholder get a reminder?
Yes. KleerCard sends automatic reminders when a receipt still needs to be submitted.
What if the receipt still doesn't come in?
You can set cards to auto-lock if a receipt isn't submitted within a set period of time. Seven days is a common choice, but you decide what works for your organization.
Can our finance team see what's missing?
Yes. Your finance team has full visibility the whole time, so it's easy to see which transactions still need documentation.
Why does this matter?
Missing receipts are one of the biggest headaches in nonprofit and church finance. Collecting them at the time of purchase keeps your records complete, makes month-end reconciliation faster, and keeps you ready for audits and board reviews.
Have more questions?
Just ask us here or email [email protected]. You're always welcome to apply anytime.