Expanded attachment storage

Expanded Attachment Storage allows Cardholders and Admins to upload Business Attachments like invoices, purchase orders, and receipts directly to your PEX account for secure, centralized storage.

Expanded Attachment Storage allows Cardholders and Admins to upload Business Attachments like invoices, purchase orders, and receipts directly to your PEX account for secure, centralized storage.

1. Add an attachment to your PEX account: Add an invoice, purchase order or receipt to your PEX account.

Note:

You can still attach an attachment to a transaction right away: Go to the Transactions menu → locate a transaction → click on it → click Upload or drag and drop the receipt file from your computer onto the upload box → click Save.

The Business Attachments functionality lays the foundation for automatic receipt matching.

How to upload attachments to your business account as an admin

1. Log in to http://dashboard.pexcard.com/

2. Click Review from the left navigation.

3. Navigate to the Attachments tab.

   
4. Click Upload.

5. Click Browse to upload your file, or drag and drop the file into that window. Note attachment specifications:

   • Max 10 MB per file
   • Max 50 MB in total (5 files x 10 MB)
   • Accepted formats: PDF, PNG, or JPG

You can see the attachment appear under the Attachments tab. Admins can view and manage attachments uploaded by them and uploaded by their cardholders.

If you or your Cardholders upload duplicate attachments then the system will mark them as duplicates (red info icon hovering over which says possible duplicate attachment).

How to upload attachments to your account as a cardholder

1. Log in to http://dashboard.pexcard.com/

2. Click Attachments from the left navigation.

   
3. Click Upload.

4. Click Browse to upload your file, or drag and drop the file into that window. Note attachment specifications:

   • Max 10 MB per file
   • Max 50 MB in total (5 files x 10 MB)
   • Accepted formats: PDF, PNG, or JPG

You can see the attachment appear in your Attachments menu. Cardholders can view and manage attachments uploaded only by themselves.

If you upload duplicate attachments then the system will mark them as duplicates (red info icon hovering over which says possible duplicate attachment).

What you can do with an attachment

Each uploaded attachment has:

• Thumbnail
• Uploader First and Last Name
• Upload Timestamp
• Name
• Format Icon
• Three-dot menu. When you click on it, you can select an action to perform:
  • View will open a full-size attachment image.
  • Edit will open a modal window with editing capabilities: Add receipt, Replace receipt, Rotate clockwise, Crop, Zoom out, Zoom in, Download, Delete.
  • Rename will allow you to rename the attachment.
  • Delete will delete the attachment.

You can also view a full-size attachment image by double-clicking on the image.

How to attach attachment to transaction?

If you want to attach the attachment (that you have previously uploaded to “Attachments”) to a transaction then follow these steps:

1. Log in to http://dashboard.pexcard.com/

2. Click Transactions from the left navigation.

3. Locate the transaction you would like to add the attachment to.

4. Click on that transaction.

5. Click Attach. Once you click Attach, you will see the Attachments section appear below the Attach button.

   

   
6. Select one or more attachments that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select an attachment.

   • You can scroll horizontally to find a needed attachment.
7. Click Add.

   • Clicking ‘Cancel’ will hide the list of attachments and display the Tags and Notes sections.

After clicking Add you will see:

• Success message stating that the attachment has been successfully attached.
• Attachment image appear next to transaction details.

If you want to add more attachments to the transaction that already has an attachment then:

• Hover over the attachment image.

• Click Attach. Once you click Attach, you will see the Attachments section appear below the Attach button.
• Select one or more attachments that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select an attachment.
  • You can scroll horizontally to find a needed attachment.
• Click Add.

Note:

The attachment will disappear from the Review menu → Attachments tab (if you are Admin) / Attachments menu (if you are Cardholder) after you attach the attachment to a transaction.

If you want to edit the attached attachment then:

• Hover over the attachment image.

• Click Edit. Edit the way you need.
• Click Save.

How to manage Business Attachments setting?

You can enable or disable the “Business Attachment” setting in your profile. To do that:

1. Go to the Business Settings menu. You should land on the Profile tab.

2. Scroll down to the Settings section at the bottom. You will find the “Business Attachment” setting along with its status, which can be either “Enabled” or “Disabled”.

3. Click Edit.

4. Scroll down to the Business Attachment section.

5. Click Enable or Disable.

6. Click Update.

Note:

If you disable the “Business Attachment” setting then:

• Neither you, nor your Cardholders will be able to upload attachments to “Attachments” on the PEX web app (desktop) and PEX mobile app.
• You and your Cardholders will still be able to attach attachments directly to transactions through the “Transactions” menu on the PEX web app (desktop) and PEX mobile app.