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When a receipt is unavailable, a lost-receipt affidavit lets a Cardholder submit a signed statement in its place. The transaction stays documented and can continue through your normal review and reconciliation process. This article explains how to manage the feature, set a transaction limit and submit an affidavit.

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What a lost-receipt affidavit is

A lost-receipt affidavit is a signed declaration that a Cardholder completes when they can’t provide a receipt for a card purchase. They select a reason, describe the business purpose and confirm that the expense is valid. PEX creates a signed affidavit PDF and attaches it to the transaction. The affidavit then acts as the receipt and follows your normal review and approval process.
Generated lost-receipt affidavit showing the transaction, Cardholder declaration, attestation and signature

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Turn lost-receipt affidavits on or off

An account administrator can enable or disable the feature.
1

Open workflow settings

Go to Business settings → Workflows → Workflow settings.
2

Edit the settings

Select Edit.
3

Find the lost-receipt affidavit setting

In the Card purchases section, find Lost-receipt affidavit.
4

Choose a setting

Select Enable or Disable.
5

Save the change

Select Update.
Update workflow settings page with the lost-receipt affidavit enabled and no maximum transaction amount
When the feature is enabled, Cardholders see the affidavit option on eligible transactions. When it’s disabled, the option is hidden.
Note:If the Lost-receipt affidavit setting isn’t available, contact PEX administrator support for help enabling the feature on your account.

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Set a maximum transaction amount

You can limit affidavits to purchases at or below a specific amount. Larger purchases will still require a receipt. When the feature is enabled, enter an amount in An affidavit can be submitted for transactions up to $:
  • Leave the amount at $0 to allow an affidavit for a transaction of any amount
  • Enter $0.01 or more to set a maximum, such as $75.00
Select Update to save the change. Cardholders can’t submit an affidavit for a transaction above the maximum.

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Check your current settings

The Workflow settings tab shows the current lost-receipt affidavit setup:
  • Enabled and No maximum transaction amount means affidavits are available for transactions of any amount
  • Enabled and Up to $X.XX means affidavits are available at or below that amount
  • Disabled means the feature isn’t available

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Submit a lost-receipt affidavit

When the feature is enabled, a Cardholder can submit an affidavit from an eligible transaction.
1

Open the transaction

Go to Transactions and select the transaction.
2

Choose the affidavit option

In the Receipts section, select I don’t have a receipt.
Transaction details page with the I don't have a receipt option in the Receipts section
3

Select a reason

Choose why the receipt isn’t available, such as Lost or misplaced, Never received from the merchant, Digital-only or Other.
4

Enter the business purpose

Describe what the purchase was for. Include attendees when applicable.
5

Confirm the declaration

Select the checkbox confirming that the transaction is valid, the receipt is genuinely unavailable and you made a reasonable effort to obtain one.
6

Submit the affidavit

Select Submit affidavit.
Submit lost receipt affidavit form with reason, business purpose, confirmation checkbox and Submit affidavit button
PEX generates the signed affidavit PDF and attaches it to the transaction as its receipt. The I don’t have a receipt option only appears when:
  • The feature is enabled
  • The transaction is a card purchase that still needs a receipt
  • The transaction amount doesn’t exceed the configured maximum
After a receipt or affidavit is attached, the option is no longer available. Administrators can still approve or reject the transaction through the normal review process.
Last modified on July 15, 2026