> ## 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.

# How to review transactions with receipts, tags and user notes

> Administrators and cardholders can add receipts to transactions using the PEX Web App (via a web browser) or the PEX mobile apps.

## Review

To review transactions with receipts and tags:

* Log in as an Administrator to [https://dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
* Click on the Review tab in the left navigation.
  * The Review tab will open to show all "Not reviewed" transactions in the first tab.
  * Receipts uploaded to pending transactions that did not match to a settlement are listed on the "Expired" tab.
* To view a receipt in full, hover over the receipt and click on the receipt anywhere outside of the "Edit" button.
  * The receipt will open as a full screen modal.
* Alternatively, hover over the receipt and click "Edit" to review the receipt in medium size.
  * You can also download the image from the receipt screen by clicking the download button.
* Review the receipt image and corresponding transaction details and notes.
* To complete the review of a receipt, assign it to one of these three statuses:
  * **Approve.** The receipt matches the transaction details and/or the tags assigned to the transaction are correct.
    * Click the "Approve" button.
    * Approved status is indicated by a green badge in the transaction history for the card.
    * The cardholder cannot replace or delete an approved receipt.
  * **Reject:** The receipt does not match the transaction details and/or the tags applied are inaccurate.
    * Click the "Reject" button with the red "x".
    * Reach out to the cardholder to have them attach the correct receipt.
    * When a new receipt is attached, the status will change from "Rejected" to "Not reviewed".
    * "Rejected" status is indicated by a red badge in the transaction history for the card.
  * **Not Reviewed:** A transaction with a receipt will have this status until it is approved or rejected. Admins can choose to scroll to another transaction and leave the transaction in the Not Reviewed status. 
    <Frame>
      <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-139.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=c0b7fdc09e53feddde97a166fb4b6083" alt="image.png" width="1543" height="518" data-path="images/administrator-guide/image-139.png" />
    </Frame>

Once the Approved or Rejected status is assigned to a transaction with a receipt, it is considered to have been reviewed. The transaction will no longer appear in the "Review" menu unless someone updates the receipt image and/or tag data.

Administrators can replace or delete receipts if the transaction status is "Not Reviewed" or "Rejected".

<Note>
  **Note**:

  * Cardholders CANNOT modify a receipt or notes once it has been approved by an administrator. To update a receipt or note, the administrator must unapprove the transaction, make the required changes, Save, then approve the transaction again.
  * Transactions can be approved from the PEX Web App. The ability to approve or reject is unavailable on the PEX mobile app.
  * If you are unable to approve or reject a transaction, first ensure a receipt is attached, then download the receipt, delete it, then reattach.
  * If a receipt is not attached and a review to approve/decline the transaction is required for the transaction to sync, you may instead add a tag to the transaction.
</Note>

## How to configure the 'Transaction review requirements & missing info reminders' feature

The "Transaction review requirements & missing data reminders" business setting controls when the transactions are sent for the manager's review. You can find it by navigating to [Business settings -> Workflows-> click "Edit" -> find the "Transaction review requirements & missing info reminders" section](https://dashboard.pexcard.com/business-settings/update-business-settings?utm_source=support).

<Frame>
  <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-140.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=3f5f3512b38a809ad69d30ee69bbe675" alt="" width="1119" height="303" data-path="images/administrator-guide/image-140.png" />
</Frame>

**There are two modes of the business setting: Standard and Basic** 

**Standard mode (use this one if you want receipts to be attached to all transactions):**

\- Transactions will not be sent for review until all required tags, receipts, or user notes are added. \
\- You can set up a threshold for the receipt requirement \
\- You can make user notes a part of transaction review requirements and set up a threshold for that.\
\- 'Admin-only control...' is enabled by default and cannot be disabled. This means that once push/email or SMS receipt reminders are enabled, cardholders won't be able to disable them.\
Mobile push notifications will be sent by default if the PEX mobile app is installed; email and sms have to be enabled by cardholders. 

<Frame>
  <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-141.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=566b7a74e7774228c7ff6f2ec1883222" alt="" width="939" height="374" data-path="images/administrator-guide/image-141.png" />
</Frame>

**Basic mode:**

\- Transactions will be sent for review when any tags OR receipts are added \
\- You can set up a threshold for receipt reminders (mobile push notifications will be sent by default if the PEX mobile app is installed, email and sms have to be enabled by cardholders) \
\- 'Admin-only control...' means that once push/email or sms receipt reminders are enabled, cardholders won't be able to disable them. 

<Frame>
  <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-142.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=d41c9fd2476adb3a5ddb4ac7fffd04e6" alt="" width="838" height="381" data-path="images/administrator-guide/image-142.png" />
</Frame>

## When transactions get into "Not Reviewed" status

You can see that a transaction is in "Not Reviewed" status in the "Transactions" menu.

<Frame>
  <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-143.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=e5ad8b47a85ba501c3dada128703a1e3" alt="" width="1538" height="347" data-path="images/administrator-guide/image-143.png" />
</Frame>

And you can also find "Not Reviewed" transactions in the "Review" menu under the "Not Reviewed" tab.

<Frame>
  <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-144.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=b70a45e6ced644ed7195243b3b359655" alt="" width="1543" height="518" data-path="images/administrator-guide/image-144.png" />
</Frame>

There are conditions for transactions to appear in the "Not Reviewed" status and in the "Not Reviewed" tab:

## Scenario A

* No approval policy set up.
* The “Basic” mode under the “Transaction review requirements & missing info reminders” setting is enabled. 
  <Frame>
    <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-145.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=6123ebc970c1088e12f729c21648e9a6" alt="" width="919" height="252" data-path="images/administrator-guide/image-145.png" />
  </Frame>
* Admin(s) or cardholders add either a tag (required or not), a receipt, or both.
* Then, the transaction appears to all Admins on the "Not Reviewed" tab.

## Scenario B

* No approval policy set up.
* The “Standard” mode under the “Transaction review requirements & missing info reminders” setting is enabled. 
  <Frame>
    <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-146.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=7751dd17c8909051c79271f6464e368c" alt="" width="980" height="279" data-path="images/administrator-guide/image-146.png" />
  </Frame>
* Admins or cardholders must add required tags and receipts to all transactions to appear to all Admins on the "Not Reviewed" tab.

## Scenario C

* Approval policy is set up.
* The “Standard” mode under the “Transaction review requirements & missing info reminders” setting is enabled.
  <Frame>
    <img src="https://mintcdn.com/pextest/z-xo8Ba3fU4n84SS/images/administrator-guide/image-147.png?fit=max&auto=format&n=z-xo8Ba3fU4n84SS&q=85&s=da3c80a0b674cd3eb9171937d4d5e7f8" alt="" width="980" height="279" data-path="images/administrator-guide/image-147.png" />
  </Frame>
* Admins or cardholders must add all required tags and a receipt for the transaction to appear on the "Not Reviewed" tab, visible only to the Admin(s) assigned to approve or decline the transaction.

## Scenario D

* Approval policy is set up.
* The “Basic” mode under the “Transaction review requirements & missing info reminders” setting is enabled. 
  <Frame>
    <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-148.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=62bbe744de521543210fcb573218fb1a" alt="" width="879" height="250" data-path="images/administrator-guide/image-148.png" />
  </Frame>
* Admins or cardholders must add a tag (required or not) or a receipt, or both, for the transaction to appear on the "Not Reviewed" tab, visible only to the Admin(s) assigned to approve or decline the transaction[.](#scenario-a)