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Access App

Create Envelope

View History

FAQ

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ACCESS APP

To access the app:

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CREATE ENVELOPE

Your Admin has to set up Account Codes prior to you using the app. If you see an error “Set up incomplete. Please contact your admin to set up Account Codes to begin creating expense reports”, share this link with your Admin - Expense Envelopes for Admin — Configure If the set up is complete:
1
Select the transactions you’d like to submit for your Admin’s review. Note: one month and unreviewed and rejected transactions are selected by default.
2
Click Search.
3
PEX will display the transactions that match your search criteria.
Each transaction includes:
  • Purchase Date - when the transaction was made.
  • Merchant Name - where the transaction was made.
    • Paper clip - whether or not a receipt was attached to the transaction. No paper clip means no receipt attached.
  • Amount - how much the transaction is.
  • Account Code - the account corresponding to the transaction.
    • Ensure that the account code is selected.
    • Click it to update if necessary.
  • Notes - any notes on the transaction.
    • Click on the pencil icon
to add, edit or delete a note.
The transaction list includes only:
  • Settled purchases.
  • Purchases with a status of Not Reviewed or Rejected.
  • New (not exported yet) purchases.
    • If your Admin has exported a purchase, it will not show in the list.
You can filter the transaction list by:
  • Review status (Not reviewed; Rejected).
  • Transaction date. The limit is up to 1 year. You might use predefined filters: Today, This month, Last month, Since this time last month.
Check transactions that you want to submit for your Admin’s review and click Submit -> Save & Submit.
You will see a success message: “Your envelope has been successfully submitted”. You can locate the submitted envelope in the table under the “View History” tab. You cannot download it until your Admin reviews and exports it. If you want to export your transactions, click Export -> Save & Export.
You will see a success message: “The envelope has been successfully exported”. You can locate the exported envelope in the table under the “View History” tab and download it once its status is updated to “Completed”.

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View History

On this screen, you can view a list of Envelopes that have already been submitted for your Admin’s review or exported by you. Each Envelope will have these details:
  1. Export time
  2. Envelope name
  3. Status
  4. Transactions
    • Submitted/exported transactions categorized by the status recorded at the time of submission/export.
  5. Total amount
    • Total $ amount of all transactions included in an envelope.
You can download any envelope you have exported or any envelope submitted to and exported by your Admin by clicking the download icon. This will download the PDF file containing all submitted/exported transactions and their details including receipt images (where applicable).

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FAQ

**Your Admin has to set up Account Codes so you can begin creating expense reports. If you see this error, share this link with your Admin - Expense Envelopes for Admin — Configure
To find your purchase, make sure that:
  • It meets your search criteria (status, date).
  • It either has a receipt attached, a tag added, or both; otherwise, it wouldn’t have a “Not Reviewed” status.
  • It is already settled. There is no “Pending” label next to the merchant name.
  • It has not been exported yet by Admin.
    • Exported purchases will not be shown in the transaction table.
Once you submit the envelope, it immediately appears in the View History tab with the status Pending. When your Admin exports some or all transactions from that envelope, the status changes from Pending to Completed, and a download icon appears next to it. Click on the icon to download the file.
Yes.
It is not recommended to export transactions with multi-page PDFs attached as receipts. If you happen to attach a PDF receipt, please ensure that it is a single-page file. If it has more than one page, please take a picture or screenshot of each PDF page and attach those pictures/screenshots to a transaction as PNG or JPG files.
It includes all notes—both personal and system-generated.
It includes all purchase tags, not just the Account Code tag.
It includes the purchase date, merchant name, amount, and receipts for split purchases. However, it does not show the individual split amounts or their associated tags for now.For any questions, please email appsupport+envelope@pexcard.com
Last modified on April 22, 2026