Admin users can filter the transactions with missing receipts and upload them directly from their dashboard.
1. Log on to https://app.cmlcard.investarbank.com
2. Navigate to the Transactions page on the side menu to see all the transactions.
3. Look for the transaction using the Search by merchant on the upper right side of the screen. You can also click the Filter button to select more filters that you need.
4. Once filtered, select the specific transaction you wish to modify.
5. The Transaction Details page will appear on the right side of the screen.
6. You can now add a Memo and attach the Receipt files. Click Upload a file, and select the receipt from your computer.
7. Once uploaded, click the Submit button.