For all cardholders to add a general ledger, class or location details to their transactions, the business owner or admin with full access permission in Spend Management must enable tracking categories.

How to enable tracking categories by a business owner or admin

1. Under Transactions, select the Account tab and select Accounting settings.
2. Toggle ‘On’ the option to allow employees to add tracking categories to their transactions. These categories include a general ledger account, class, location and more.

Once this accounting setting is configured, the following instructions explain how cardholders can apply them to their transactions in the Spend Management website and app.

How a cardholder applies tracking categories online using Spend Management

1. Navigate to Transactions.
2. Click the desired transaction.
3. Scroll to Accounting under Transaction details.
4. Make the necessary selections.

How a cardholder applies tracking categories using the Spend Management app

1. Select My Cards, then Manage and select View transactions or select Transactions from the app menu.
2. Select the transaction, then select the options available to apply the various tracking categories under the Transaction actions.