How do I reconcile my outstanding expenses?

Admin users will define outstanding expense categorisation for all active Zeller Expense Cards. 

To reconcile your expenses, login to your Zeller Dashboard:

1. Select Cards from the navigation menu. 
2. Click the Expense tab. 
3. Select your card from the list. 
4. Toggle on Outstanding Expenses. 

All outstanding expenses based on your account requirements will be highlighted in red. 

Update Categories

1. Click Add Category. 
2. Select your Category and Subcategory using the drop-down. 
3. Click Save. 

Add Receipt 

1. Click Add Receipt. 
2. Drag and drop or select a photo from your device. 
3. Click Upload. 

Add Notes 

1. Select Add Note. (pencil icon) 
2. Type your notes in the field - This is limited to 1000 characters. 
3. Click Save. 

If you require further assistance with managing your Zeller Expense Card, please get in touch with our Support team.