Towards the end of October 2026, you will notice a refreshed look and feel across the Expenses pages.
These updates are designed to make the system easier to navigate, with a cleaner, more visual, and more modern design that helps you find what you need more quickly.
There are no changes to how you complete your usual tasks, such as creating, managing or submitting an expense claim, or how you reconcile your corporate card transactions, except for how you navigate the menu options.
These design changes apply only to the desktop version of Expenses. The mobile app is not being changed.
Navigating to Corporate Card Transactions
- From the Home Page:
All the options relating to claims are now located together at the top of the page.
- Notice the new Corporate Cards tab option.
This option replaces the Reconcile Transactions Expenses Home Page menu.
- Click on the Corporate Cards tab option.
- You will be directed to the Current Claims screen.
- Select the current claim you would like to add your expenses to by clicking on the Claim Name link.
- You will be directed to the Claim Details page where you will see the latest Corporate Card Statements.
- If you have multiple Corporate Card Statements, you can switch between them using the Statement drop-down field.
Only the navigation to the Reconcile Transactions page has changed.
From here, your actions for reconciling the transactions to your claim will be done in exactly the same way as usual.
We have included the following screen examples so that you can see the new design.
Reconciling a Corporate Card Transaction
- Select the Statement you require.
- From the Claim Details screen, click the plus icon next to the Corporate Card Transaction that you want to reconcile to your claim.
- This will open the Add Expense page where you will be able to enter the details.
Note: The General Details fields, including the date, will be automatically populated with information brought through from the Corporate Card Transaction that you selected.
- If your corporate card is a Fuel Card, the Expense Item field may be pre-populated to reflect your purchase of fuel for the vehicle. Otherwise, select the appropriate Expense Item from the available list.
Note: The Payment Method field will default to Corporate Credit Card, and the Total field will be automatically populated with the information from the Corporate Card Transaction that you selected.
- Complete any further fields as required, and then click Save.
- This will return you to the Claim Details page where you can see that the Corporate Card Transaction is now listed as an expense on the claim.
Note: The Amount Payable amount will generally default to £0.00, as you will not be reimbursed for an item when your organisation pays for this directly via the corporate card statement. You will only see the amount payable value if your organisation requires you to settle the corporate card statement yourself.
- There are further options within the Corporate Cards column of the grid that are described below.
| Action | Icon | Description |
|---|---|---|
| Transaction Details |
| Click this icon to display details of the original Corporate Card Transaction. |
| Un-match Transaction |
| Click this icon to un-match the Corporate Card Transaction from the expense. This will return the Corporate Card Transaction back to the list of un-matched transactions. |
- Repeat the process to reconcile further Corporate Card Transactions.
The steps you follow to reconcile card transactions are not being changed.
The only change is how you navigate to your current claim as noted in the steps above.
The remainder of the steps are included here only for reference, and to provide you with visibility of the updated screen designs.
