Help Center/Expense Management
Expense Management
15 articles
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01
Expense Management Overview
> **What's this page about:** How expense capture, AI extraction, approval, reimbursement, and card settlement work in Light, and how expense data flows into your accounting records.
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02
Submitting Expenses via Slack
> **What is this page about:** How to connect Light's Slack bot, submit a receipt as a direct message, review what Light extracts, submit your expense report, and check your reimbursement status, all without opening the Light app.
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03
Submitting Expenses via Teams
> **What this page is about:** This article explains how to submit expenses through Microsoft Teams using the Light bot, from setup through to getting paid back.
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04
Submitting Expenses via Email
> **What is this page about:** how to send receipts to Light by email, how to set up automatic forwarding for recurring receipts, and what to check if a receipt doesn't attach to a transaction.
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05
Mobile Receipt Capture
> **What is this page about:** This page explains how to download and sign in to the Light app, how to add a receipt and submit an expense, and how Light's AI reads the merchant, amount, date, and items from a receipt photo.
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06
AI Receipt Categorization
Light's AI automatically categorizes expenses and assigns them to GL accounts based on receipt content and merchant information.
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07
Expense Approval Workflows
Expense approval workflows ensure submitted expenses are reviewed and approved by appropriate managers before reimbursement.
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08
Reimbursement Workflow
The reimbursement workflow is the process from expense approval through payment to employees.
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09
Setting Up Light Cards (KYC)
> **What's this page about:** This article walks through KYC verification for Light Cards, from starting onboarding to funding accounts, setting limits, activating cards, and handling lost, damaged, or expired cards.
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10
Issuing and Managing Corporate Cards
Light corporate cards provide employees and vendors with virtual and physical payment cards for business expenses.
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11
Virtual Cards
> **What is this page about:** How to request, issue, use, and manage virtual cards in Light, including spending limits, approvals, security, and how transactions reconcile to your books.
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12
Apple Pay and Google Pay
Light corporate cards can be added to Apple Pay (iPhone/Apple Watch) and Google Pay (Android devices) for contactless mobile payments.
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13
Expense Policies
> **What is this page about:** How to write, apply, and enforce expense policies in Light.
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14
Expense Reports and Analytics
> **What is this page about:** how expenses move through Light, from uploading a receipt to getting reimbursed.
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15
Understanding Your Adyen Card Account
> **What is this page about:** This page explains how your Adyen-based Card account works with Light, including who holds your balance, how top-ups are validated and timed, and how to get a statement or balance confirmation for your own records or an audit.