How to manually report transactions instead of linking cards
While our system is best utilized by linking a credit or debit card to your Transaction Account in your JOON dashboard to automatically pick up and approve purchases for reimbursement, you can opt out of that feature and manually report your purchases monthly instead.
To manually report a purchase, follow these steps:
- After logging into your account, go to Add Transaction in the hamburger menu in the upper right hand corner
- Attach a receipt and include a description of your purchase.
- Please be sure to choose a date in the month that you want the purchase to be applied to. i.e. if you are reporting July 29th purchase on August 1st, please select the date "July 29, 2021."
Please note: if you opt to not link a card and instead manually report your purchases instead, you will have to login and manually report purchases every month so don't forget to set a reminder!