How do I prepare a PDF statement for a Submitter?

Your credit card provider only provides you with PDF documents you would like to add this statement to a report of the credit card holder.

You would like to add a PDF statement to a report so the employee can see exactly what he or she has spend. The submitter can attach the receipts of those expenses to the report.

You need to have the Administrator Rights (gear) to prepare a PDF statement.

  • Go to the Admin Panel (gear)
  • Go to the 'All reports' overview
  • Click on 'New statement'
  • Select the PDF document
  • Give it a title (This will be the title of the report)
  • Select the Submitter
  • Click 'Save'

A new report will be created for this report. You can find this report on top of the 'All reports' overview.

When you or the submitter will open the report, you can find the added PDF document when you click on the button 'Statement'. All the receipts which are added in this report can be checked by downloading the PDF Statement.