Visa Spend Manager FAQs

Q: Can I code one transaction to multiple codes?

A: Yes. When coding, select the “split code” option.  Note this option is not available in the App you must log on to Spend Manager on your computer.

This will let you allocate the total cost between mutiple items, and code them independantly. 

Q: How can I save a code as a favourite?

A: When you are searching for the code, select the star icon to the right of the code. This will then add the code to your favourites list, which will appear underneath the search bar when you start coding.

Q: How do I code overseas transactions that have more than one charge on the card?

A: All international transactions will have a currency charge in addition to the main transaction.  Attach your receipt to the main transaction as you would normally and ensure the tax code is set to GST Exclusive.
When coding the currency charge use the same NatAct code as the main transaction and again ensure the tax code is get to GST Exclusive. Attach the same receipt by going to your “linked” receipts screen and select it from there.

Q: What do I do if I’ve paid for parking and don’t have a receipt?

A: Parking machines do print receipts, make sure to check if there is an option to select if possible. If not, take a photo of the parking meter when you pay, and attach this photo as your receipt.

Q: What do I do if there is a credit in my transactions?

A: A credit will be a refund of an earlier charge you have paid with your card.  Code the credit to the same code as the original transaction.  If you have been sent a credit note or notification of refund please attach this.  If not, attach the receipt from the original transaction.

Q: What if I lost the receipt?

A: Contact finance support. They can pull the transaction through as a personal recharge. You will be charged for missing receipts.

Q: Where do I code if some of the cost is a personal expense?

A: Personal expenses should not be paid for with a Wise Group credit card. If you are incurring some personal expense as part of a work expense (i.e. a glass of wine with a work dinner), please pay for this separately using your own personal funds.

If for some reason it is not possible to split the bill at source, you can allocate some of the cost to personal recharge through the “split code” function.   Code the personal portion to EntCC  balance sheet NatAct 7047

If you allocate something to personal recharge, please contact finance support.

Q: What do I do if the transaction doesn’t have GST?

A: When you code the expense, select the “Tax Code” field, and change to GST Excl.

Q: What if I’m unsure about where to code to, or can’t see the code I need?

A: Your friendly finance support are still here to help. If you need support finding the right code, or you can’t see the code you need, contact your usual finance support person.

Q: What if I’m unsure of the exact NatAct name?

A: You can use the “wild card” search to bring up code related to the word you have. To use this, just put the % sign at the beginning and end of the word you are using.

For example, you can search for %meal% which will come up with “Accommodation & Meals”.

Q: I have emailed a receipt to my app but it hasn’t shown up

A:  If a receipt is in the body of an email e.g. Booking.Com the app won’t recognise this.  You need to save the email as a PDF before you send it.