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Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

Save time each month closing your books by sending a customizable email reminder to Cardholders who have not uploaded a receipt.

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Filter Transactions

  1. Navigate to the Transactions tab
  2. Select Filters > No Attachment
  3. Select Add
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4. Include any other filters like Transaction Date to view the desired list of transactions5. Select the applicable transactions using the check box on the left hand side. Selecting the top left check box will select all transactions
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Send Email Reminder

  1. Select Actions > Send email reminder
  2. Customize the text and press send
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All Cardholders who are missing receipts will receive this email from noreply@pexcard.com. Note: If you would like assistance from PEX to automatically warn or block non compliant Cardholders, please refer to our Auto Enforcer guide.
Last modified on May 5, 2026