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How do card holders add tracking categories to their transactions in Spend Management?

Card holders can add tracking categories to their transactions as long as that feature is turned on. Business owners and administrators with full access can turn on tracking categories in Spend Management.
See also: What are tracking categories in Spend Management and how do I turn them on?

Tracking categories include general ledger, class, and location.

To add tracking categories to a transaction in Spend Management

  1. Card holders will select their card, then choose Go to Spend Management.
  2. Select Transactions and locate the transaction that needs categorized.
  3. In the Actions column, open the drop-down menu and choose Transaction details.
  4. Locate the Tracking categories tile and use the drop-down menus to add the desired categories to the transaction.