Expenses and cards

“Can I expense this?” answered in Slack

Connect Ramp or Brex once. Mello answers expense questions with each person’s own limit, files receipts, and keeps company cards in step with People.

Shuffl · Direct message

Diego Ramírez12:40 PM

Can I expense lunch with a candidate?

Mello12:40 PM

Yes. Candidate meals go on Team meals: up to $75 a purchase, no bars.Source: Travel and meals policy

Mello · to DiegoYour Team meals card has $180 left of $300 this month.

Answers

Fewer expense questions for HR

Policy answers come from your spend programs as they stand, never from a copy.

Policy
From the programs as they stand
Mello reads your spend programs when someone asks, and cites the policy page HR approved.
Limits
Your limit, not anyone else’s
Each person sees only their own cards and what is left this month.

Receipts

With Ramp, people send a receipt photo or describe a work trip. Ramp drafts the reimbursement.

Photo or PDF
A receipt in one message
Send Mello the receipt in Slack and say what it was for. Run the card and Ramp drafts it.
Privacy
Gone once it’s filed
The photo is kept only until Ramp has it, a day at most. Everyone files only their own.

Company cards

Set a limit for each group once. Cards follow people as they join, move and leave.

Issued on day one. A Card step in the joining playbook issues it on day one, at the highest limit of their groups.
Moves wait for a yes. A move in People prepares the change and tells HR. Nothing changes until someone runs it.
Locked on the last day. The leaving playbook locks every card on the last day, and reads each one back.

Shuffl · Company cards

Everyone$500 a monthDesign$1,000 a monthSales$2,500 a monthSofia moved to SalesRaise her card to $2,500 a month?RunDismiss

Guardrails

Shuffl reads when someone asks and stores none of it.

Approvals
Your approvals stay
Mello never approves a purchase. Card spending goes to the person’s manager.
Changes
Writes are switched on
Issuing, changing and locking cards needs Let Shuffl make changes on, and someone to run each one.

Answer the next expense question

Free at any company size, like everything in Shuffl. Every feature included, no seat limit and no limit on questions.