Version: Business Enterprise Advanced
Platform: Web Android IOS
Role: User Manager Accountant Administrator
In order to optimize the entry of your expenses made with the N2F card, it is now possible to link your transactions and expenses through the N2F mobile interface.
You can perform this action in three ways:
- through the push notification received after your payment,
- from the "My Transactions" tab,
- directly from the expense.
I - The PUSH Notification:
The prerequisite to benefit from this feature is to have enabled N2F notifications in your mobile settings.
When a payment is made with your N2F payment card, a notification will appear (this process may take a few minutes).
To link the transaction to an expense, tap on the notification:
You can then select, from the existing reports, the one in which you wish to include the expense (1), or create a new expense report (2):
You can then finalize the creation of the expense by adding a receipt to the expense, selecting the category type, and completing any required fields (clients, projects, etc.).
II - Creating an Expense from a Transaction:
To enhance your experience as a cardholder, N2F provides transaction management on mobile.
Go to your transactions (1) and select the transaction from which you want to create the expense (2).
You can create the expense by clicking on "+ Add an Expense" (3). The expense can be added to an existing report or used to create a new expense report.
The "My Transactions" menu will also give you the ability to:
• View all your transactions (4)
• Filter for transactions that are unjustified (5)
• Search for a specific transaction (6)
From the "Search" tab, you will be able to:
• Perform a search using keywords (7)
• Perform a search within a specific period (8)
• Perform a search by N2F card (9)
III - Linking a Transaction from an Expense:
To link a transaction to an expense, simply open the relevant expense report (1) > then open the expense to be linked (2):
Note: You can also create a new expense report or directly create a new expense.
Once you select the payment method (3), you will then have access to the "Link" button (4), which allows you to select the corresponding transaction (5):
From the expense view, you will have the option to delete the link (6), modify it (7), or simply validate the expense (8).
For more details and any additional questions,
please contact our support at the following details:
support@n2f.com