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
> **What is this page about:** This page explains how Light's AI reads a receipt and picks a category, how to correct it when it gets one wrong, and how to steer the AI so it improves over time. It also covers how categories map to GL accounts, how custom categories work, and how submitted expenses get checked against company policy.
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07
Expense Approval Workflows
> **What is this page about:** This page explains how expense approval workflows decide who reviews a submitted expense and in what order, how Light's default workflow behaves, how to build your own approval steps and conditions in the workflow editor, and what a manager sees and does when reviewing, approving, or rejecting an expense.
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08
Reimbursement Workflow
> **What is this page about:** How Light moves an expense from submission through approval to payment, covering both automatic and manual reimbursement, paying multiple employees at once, and how employees track their own repayments. Read this first if you're setting up reimbursement automation, training employees on submission, or troubleshooting a late or incorrect payment.
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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
> **What is this page about:** This article walks through issuing and managing Light corporate cards, from creating employee and vendor cards to setting up card accounts, funding them, and freezing, closing, or reconciling transactions. Use it if you're a company admin issuing cards for the first time, or a finance team member managing existing cards.
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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.