Expense reminders are a feature for Wise Business accounts that remind you to upload a receipt to your card transaction — this makes business accounting easier.
How do I switch on expense reminders
Go to Settings on your business profile
Select Team members and payment approvals
Select Expense reminders
Toggle on the weekly reminders to upload receipts
Select how many weekly reminders will be sent — reminders will stop once the transaction is older than the number of weeks selected
Only employees with the ability to configure settings for their business account can enable these reminders. To switch off expense reminders for your team, simply follow the steps above and toggle off the weekly reminders.
How often will I get expense reminders?
After the date you’ve switched on the expense reminders:
a phone push notification will be sent to the cardholder to upload receipts for transactions that don’t have one, every Friday
an email notification will be sent to the cardholder to upload receipts for transactions that don’t have one, every Friday
a task will be displayed on the Activity page, showing all transactions without a receipt attached — even if you dismiss the task, you'll still get the reminders
All of the above apply to transactions after the date you’ve switched on the expense reminders.
What if I have a Xero integration with Wise?
If your Wise business account has a connection to Xero, card transactions with receipts can be synced there. To enable it:
Go to the Xero manage page
Under the connection settings, toggle on "Allow transactions with attachments to be pushed Xero" and "Sync card transactions with receipts as expense payments"