Undocumented Transactions: Mobile

Overview:

Financial accuracy and transparency are critical for businesses, yet a common challenge has been the lack of visibility and documentation for undocumented transactions. To bridge this gap, we are introducing the Undocumented Transactions feature on mobile, allowing business users to seamlessly manage transactions that lack supporting documents.

With this update, users can now attach necessary documents while reviewing flagged transactions, ensuring a more efficient and organized financial workflow.

Feature Overview:

The Undocumented Transactions feature merges undocumented transactions with flagged transactions, making it easier for business users to view, document, and mark transactions as reviewed—all within the mobile experience.

Significant Challenge:

1. Users previously lacked a dedicated section for undocumented transactions, making it difficult to respond to documentation requests.
2. The process of tracking, attaching documents, and reviewing transactions was disjointed and time-consuming.

Addressing Challenge:

✅ Unified Experience – Users can now manage undocumented transactions within the flagged transactions list, eliminating the need to switch between multiple views.

✅ Seamless Documentation – Upload receipts and other supporting files directly from mobile while reviewing transactions.

✅ Faster Review Process – Transactions can be easily marked as reviewed once documentation is attached, ensuring completeness.

✅ Delete and Add Multiple Documents – Documents uploaded and this is how they can be viewed/ delete a document or add more documents to the TXN

✅ Better Collaboration – The account management team receives the required documents faster, reducing follow-ups and delays.