What kind of functionality does the Documents page offer?

The 'Documents' page hosts files sent or uploaded to the platform in relation to charges, reimbursements (i.e., out-of-pocket or mileage), or trips. Mesh tries to automate receipt collection and if we identify a match, the document (e.g., receipt) will be automatically attached to the relevant object (e.g., transaction). If that is not the case, you can manually pair files with card transactions, reimbursement requests and trips. 

Notes: 

• In the upper-right corner, you’ll find your company’s dedicated Mesh mailbox. You can forward receipts to this address and ask merchants to do the same. 
  • Email attachments MAY include the following file formats: JPEG, JPG, PNG, PDF, and XML. 
  • If Mesh detects an email with no attachment, it can use the email’s content as the proof of purchase, and our OCR will scan and extract the relevant details.
• Although you can use the '+ Upload' botton to provide documents and pair them with an expense, card transaction or trip, there are additional ways to submit a file (e.g., proof of purchase). For example attaching a receipt to a transaction and submitting a reimbursement request. 
• Access to the 'Documents' page is determined by the user's profile and permissions. Users with an 'Employee' profile can view and manage only their own documents, while 'Power' users (e.g., Administrators) can view and take action on all receipts uploaded to the platform.

The page divides the documents into three tabs: 'To Review', 'Done', and 'Trash'.

1. 'To Review' contains documents that require user action, for example, files that have not yet been paired with a transaction, expense, or trip by Mesh. 

1.1 Users can click a file and manually associate it with an expense, a card charge or trip. 

Note: A trash bin icon is located on the upper right part of a selected file. Click on this icon if you wish to trash the selected file and move it to the Trash tab. 

1.2 If you receive a travel document (e.g., e-ticket or hotel voucher), you can attach it to the relevant trip. Simply click the file, select ‘Travel document’, click ‘Next’, choose the appropriate trip, and click ‘Assign’. The document will then move to the ‘Done’ tab, and a link to it will appear on the trip’s dashboard.

1.3. Travel Management Companies (TMCs) MAY forward travel-related documents (e.g., hotel vouchers) as well as invoices to the dedicated Mesh mailbox. If Mesh detects a TMC invoice with a relevant trip ID, the system will compare it against the trip options associated with that trip to identify matches or discrepancies  using the Mesh TMC reconciliation capability. 

2. 'Done' displays documents that Mesh successfully attached to the relevant object (i.e., charge, reimbursement or trip) automatically. User do not need to take any action within this tab. 

3. 'Trash' includes documents that users have marked as irrelevant or unnecessary. You can restore such a document and transfer it to the 'To Review' tab or permanently delete it.