How to setup and use Melio Expense Management

Melio expense management is available for free and allows you to achieve audit-proof books by connecting your existing business cards, and the system automatically texts or emails you the moment a new purchase is made so you can quickly snap a picture or upload the receipt.

It is important to act promptly, as we are unable to post the transaction to your books until the receipt is submitted.

To learn how to set up and use the service, view this link.

Once you have connected your cards, please send us an invite as an accountant user so we can post the transactions and publish the receipts to your accounting software. Click here for details on how to invite us.

Please note that receipt management is not included by default with bookkeeping services. If you didn’t specifically request this service during onboarding, please email us to request a change order to add this feature.