Slash now automates receipt and memo collection for Slash Cards.¹ Admins can define which purchases require documentation, and Slash follows up with employees automatically via text or email. Everything collected syncs directly to your accounting table.
What's new
- Submission policies: Admins define which transactions require a receipt, a memo, or both. Policies are enforced automatically when Slash Card transactions are attempted.
- SMS receipt collection: For in-person purchases, Slash texts the cardholder immediately. They can reply with a photo of their receipt right in the text thread, which is then uploaded to your dashboard.
- Email receipt collection: For online purchases, Slash sends the cardholder an email. Employees reply with their receipt attached, and it links to the transaction in your dashboard automatically.
- Updated accounting sync: Every receipt and memo collected flows into your accounting table alongside the transaction. Your books stay complete without manual entry.
How it works
1. Set your policies
From the admin dashboard, create submission policies for your team's Slash cards. You choose what triggers a documentation request: transaction amount, merchant category, or specific cards. You can configure whether cardholders will need to upload a receipt, a memo, or both depending on the transaction type.
2. Employee makes a purchase
When a transaction matches a policy, Slash reaches out to the cardholder through the right channel. Card-present transactions (tap, swipe, chip) trigger an SMS. Card-not-present transactions (online, subscriptions, SaaS) trigger an email.
3. Submit documentation
For text: Your employee simply replies with a photo of their receipt. The SMS agent validates the submission, confirms it's attached, and the interaction is done.
For email: Your employee replies to the notification with their receipt as an attachment; it can be a forwarded invoice, a PDF, or a screenshot. The email then gets parsed and linked to the transaction in your dashboard.
4. Documentation lands in your books
Receipts and memos are attached to their corresponding transaction and synced to your Slash accounting table. If you're using Slash's accounting integrations (QuickBooks, Xero, Sage Intacct), the documentation included on the transaction flows downstream automatically. Your finance team sees a complete record for every expense without chasing anyone down.
Streamlined accounting from end-to-end
Our goal is to close the gap between when a purchase happens and when the documentation shows up in your Slash dashboard. Instead of batching expense reports at the end of the month, receipts are collected at the point of transaction. That means:
- Month-end close gets faster because documentation is already in place.
- Audits are cleaner because every transaction has a paper trail from day one.
- Policy violations surface immediately, not retroactively.
- Employees spend less time on expense admin because the process meets them where they already are (texts and email).
Expense Management is live now. Set up your first submission policy in the Slash dashboard to get started.
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