Team Guide: Submitting Expenses

This guide will walk you through submitting expenses as a team member or cardholder online on the webapp, or via the Airwallex mobile app. For more information regarding expenses, please navigate here.

How do I submit expenses as a cardholder online?

Step 1: Login to your Airwallex account and navigate to Expenses

All expenses that have yet to be submitted will display an “incomplete” status. Team members will be able to submit expenses where they are a cardholder (this includes being a card contact on a company card).

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Step 2: Select the expense to open the expense details form

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All fields marked as “required” must be completed before the expense can be submitted for review. The remaining fields not marked as “required” are optional. For Xero and QuickBooks connected accounts, you may find the Expense Category field is pre-populated; this is automatically done based on how previous expenses have been categorized for the account.

Step 3: Once all required fields are completed, click the submit button

Once an expense has been submitted, the status changes to “In review”.

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How do I submit an expense as a cardholder on Mobile?

Step 1: Login to the Airwallex mobile app and navigate to the Expenses tab

Team members will be able to submit expenses where they are a cardholder (this includes being a card contact on a company card). Filter the list to find a specific expense using the status icons along the top.

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If accessed directly via “outstanding tasks” on the Home tab, select “Add expense details

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Step 2: Select an individual expense to open a detailed view

All fields marked with an asterisk must be completed before the expense can be submitted for review. The remaining fields not marked are optional. Pending transactions will appear with a warning that the exact transaction amount could change, but can still be submitted.

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Step 3: Once all required fields are completed, click the submit button

Once an expense has been submitted, the status changes to “In review”.

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Still need assistance? Please reach out to our Support Team here