Turn on tracking categories

To let cardholders add a general ledger, class, or location to transactions, a business owner or admin must turn on tracking categories in Spend Management. Full access is required.

How a business owner or admin turns on tracking categories

1. Go to Transactions.
2. Select the Account tab, then Accounting settings.
3. Turn On the option that lets employees add tracking categories.

How cardholders add tracking categories online

1. Go to Transactions and select a transaction.
2. Scroll to Accounting under Transaction details.
3. Select the tracking categories needed.

How cardholders add tracking categories in the app

1. Select My Cards > Manage > View transactions or select Transactions from the menu.
2. Select a transaction.
3. Add tracking categories under Transaction actions.