How to add a memo and receipts to a transaction [user]

Users can filter the transactions with missing receipts and upload them directly from their dashboard.

1. Log in to https://app.cmlcard.investarbank.com.

2. Navigate to the Transactions page in the side menu to view all transactions.

   

3. Search for the transaction using the Search by merchant name option in the upper-right corner of the screen. You can also click the Filter button to select more filters.

   

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.