Missing receipt tracker
Find expenses missing documentation and track owner follow-up.
Replaces: the monthly missing-receipts export from Brex and chasing people in Slack
Cobalt & Pine Architects · Missing receipt tracker
Missing receipt trackerCobalt & Pine Architects
Lena FischerAccounting managerLF
- Expenses
- 214
- Brex card charges, last 30 days
- Missing
- 17
- No accepted receipt yet
- Matched
- 197
- Receipt accepted
| Expense | Owner | Charged | Missing for | Status |
|---|---|---|---|---|
| Maya Chen | Nov 5 | 9 days | Reminder ready | |
| Jordan Price | Nov 10 | 4 days | Missing | |
| Maya Chen | Nov 8 | 6 days | Unsure match | |
| Maya Chen | Nov 8 | 6 days | Missing | |
| Priya Sandhu | Nov 2 | 12 days | Rejected | |
| Jordan Price | Oct 30 | 15 days | Reminder sent | |
| Sam Ibarra | Nov 8 | Matched | Done | |
| Lena Fischer | Nov 4 | Matched | Done |
Showing 8 of 214 expenses
Ran today at 7:00 AM
- Pulled 26 new Brex charges since yesterday
Runs on its own
Rechecks daily and drafts reminders
Every morning it pulls new card charges, matches receipts from the receipts inbox and Drive, and drafts a reminder once an expense passes the 7-day grace period.
Waits for you
Matches it isn't sure about
You confirm any match it isn't sure about and approve each reminder. It never edits expenses in Brex or decides whether a charge follows policy.
Works with
Brex
Ramp
Google Drive
Gmail
What it keeps track of
- Expense
- Brex IDmerchantamountcurrencyownerdate
- Receipt
- Sourceextracted merchantamount and date
- Match
- Expensereceiptconfidencedecision
- Reminder
- Ownerexpenses listedsent date
