How can I track spending on Zeller Corporate Cards?

Review and reconcile purchases via Zeller Dashboard.

Manage your expenses in real-time with expense management tools that are available. 

To get started:

  1. Go to Cards from the navigation screen
  2. Click the Corporate tab. 

All of your active cards will appear here for your review. 

View Remaining Balance

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View your team’s remaining balances for the current period at a glance. Position your mouse over the bar to see an exact figure.

Outstanding Expenses 

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Streamline tax preparation by knowing how many purchases need categorisation, receipts or notes added.

Click on a card to view your transactions in more detail and reconcile. 

Reconcile Transactions

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Add a receipt to each purchase to clear any outstanding expenses by clicking on the receipt logo. 

From this screen, you can also update the category and add a note to each transaction. 

You can also export a list of your transactions: 

  1. Click on the search icon at the top of the screen. 
  2. Add your filters. 
  3. Click Export
  4. Select your file type: CSV or XLS. 
  5. Click Download. 

Only approved transactions will be exported. 

If you need more assistance with tracking your expenses with Zeller Corporate Cards, please get in touch with our Support team