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Credit Card Expenses
Toolbox · Credit Card Expenses

Credit Card Expenses

Classify, attach, approve.

Card transactions arrive from your statement, classified line-by-line with receipts attached and routed to the right approver. Snap photos in advance with the Receipt Library so attaching at classification time is one click instead of an inbox dig.

Works fully on mobile
Cora suggests GL accounts
Receipts attach in a tap

How it works

Three steps from swipe to approved.

01

Statements arrive classified

Your card transactions show up the day after they post — already grouped by cardholder, with Cora's suggested GL account on each line and the entity-type-filtered options ready for review.

No more downloading a CSV, no more 47-row spreadsheet to babysit. The transactions are waiting when you log in.

02

Attach receipts and submit

Snap receipts at the register into your Receipt Library — vendor, amount, and date are pulled automatically. At classification time, the matching receipt is one tap away. Confirm the GL code, attach, submit.

Need to split a charge across two properties? Each line is independent — different property, different account, different note.

03

Approval and export

Submitted batches route directly to your manager. They approve in one click, or return with a note if something needs fixing. Approved transactions flow to accounting for the export.

You get notified the second your manager acts. No more wondering whether a charge from three weeks ago ever cleared.

See it in action

What you’ll see inside the tool.

Classifying a transaction

Cora suggests the GL account; you confirm, attach a receipt, submit.

rwtoolbox.app/tools/credit-card/transactions/8842

Home Depot · #4419

Posted May 7, 2026 · Card ending 4421 · Marcus Reeves

Cora suggests:

5410-MAINT · Repairs & Maintenance — fasteners and electrical parts read as a maintenance run.

Line items · 3

Pack of 1/2" drywall screws

$14.97

12-gauge wire nut multipack

$8.42

Replacement GFCI outlet

$22.18

Total: $45.57

GL ACCOUNT

5410-MAINT · Repairs & Maintenance

PROPERTY

Maple Court Apartments

Receipt Library

Snap at the register. AI extracts vendor, amount, and date — ready when you classify.

Unmatched receipts

🧾

Lowe's

$84.22

May 7

🧾

Home Depot

$45.57

May 7

✓ Matched

🧾

Sherwin-Williams

$211.40

May 6

🧾

Ferguson Plumbing

$67.18

May 5

🧾

AutoZone

$32.04

May 4

🧾

Office Depot

$19.83

May 3

My submissions

Track each batch — pending, approved, or returned with a note.

Statement May 1–7

8 transactions · $612.40

Pending approval

Statement Apr 24–30

6 transactions · $418.93

Approved

Statement Apr 17–23

11 transactions · $1,184.50

Approved

Statement Apr 10–16

9 transactions · $704.12

Returned — needs revision

Why you’ll use it

Card statements shouldn’t eat your Friday afternoon.

The typical card-coding routine is a CSV download, a 47-row spreadsheet, an inbox dig for receipts you forgot to save, and three guesses on which GL account to use. Credit Card Expenses replaces all of it.

Cora picks the GL account, you confirm

Stop second-guessing whether a Home Depot run is repairs or supplies. Cora suggests the right code with reasoning — you accept or override.

Snap receipts when you buy them

Photograph the receipt at the register. AI pulls vendor, amount, and date. When the transaction posts, the receipt is sitting there waiting.

One charge across multiple properties

Buy paint for two buildings on the same trip? Split the transaction line-by-line — each piece gets its own property, GL code, and note.

Approval without forwarded emails

Submit your batch and your manager gets the request directly. They approve in one click, you get notified — no thread, no chasing.

Nothing falls behind

Outstanding transactions show up in your daily digest and the notification bell. If accounting needs a receipt, you'll know that day.

Who uses it

Built for cardholders and the people who approve their spend.

Cardholders

Anyone with a company card — property managers, maintenance leads, leasing staff, office managers. You see your own transactions, classify them with Cora’s help, attach receipts from your library, and submit for approval.

  • Snap receipts at the register; AI extracts the details
  • See Cora's GL suggestion with reasoning on every transaction
  • Split a charge across multiple properties or accounts
  • Submit a whole statement batch in one pass
  • Track each submission's status in real time

Managers

Managers see only their direct reports’ submissions. Review the batch, check classifications and receipts, approve in one click — or return with a note. The corrected version routes back to you automatically.

  • Review only the batches your team submits
  • See line items, receipts, and Cora's reasoning together
  • One-click approve or return with a note
  • Returned batches come back automatically when fixed
  • Notification bell and daily digest surface what needs you

Snap a receipt at the register.

The whole workflow — capturing receipts, classifying transactions, submitting batches, checking approval status — works on any phone browser. No app to download. The point is to handle expenses while you’re still standing at the checkout, not three weeks later from your inbox.

Invite-only · Managed by RiverWest Partners admins
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