You can now configure a policy in Fyle to block unmatched corporate card expenses from being submitted to reports.
When enabled, any corporate card expense that has not yet matched with a card feed transaction will be placed in a Blocked status. These expenses cannot be submitted until they are matched.
How to set up the policy
Go to Admin Settings → Workflows → Policies.
Click Add Policy.
Under Categories, select None.
Under Employee Property, select None.
Delete any existing Limit Type.
Click Add Condition.
Set Condition to Payment Mode.
Choose Corporate Card as the payment mode.
In Policy Triggers, set Block Expense Submission to Yes.
Save the policy.
How it works
Unmatched corporate card expenses will be marked as Blocked.
Once a matching transaction is found, the expense will automatically move to Complete or Incomplete status, depending on the information filled.
Blocked expenses can be viewed by spenders under the Unreported tab in My Expenses and filtered by status. Admins can view them on the Business Expenses page filtered by status.
Note: This feature is currently in beta and may not be enabled for all organisations.