When your card's transactions are synced to U.S. Bank NextView™, they can now be found on the Expenses & Transactions tab, located in the left sidebar.
Use one of these 3 ways to add a receipt image to your synced card transactions.
Add the receipt image directly to the synced transaction
First, select the transaction.
Figure 1. Expenses & Transactions page
Then you may either select your receipt image from your files, or you can drag and drop the receipt image:
Figure 2. Expense Details page
Create a manual expense and then merge it to the synced transaction
From the Expenses & Transactions page you can check the box next to the Expense you want to merge, and then click "Merge" located at the bottom-left corner of the screen:
Figure 3. Expenses & Transactions page
The dialogue box will appear and you can then select the transaction to which you want to merge your expense.
Figure 4. Expenses & Transactions page, Merge Expense dialog
Additionally, you may also check the boxes next to the expense and transaction you want to merge, and then choose "Merge" from the action menu located in the lower-left corner.
Take a picture of your receipt, then send the image to NextView
Select the item, and then tap the share icon located in the bottom-left corner:
Figure 5. Top Ribbon of iPhone photo gallery
Once you tap share, from the share menu you can then tap on the NextView icon:
Figure 6. iPhone photo selected
Tap "Add" at the bottom of the screen and your image will be added as an expense.
Figure 7. Add receipt from iPhone, Add button
You can move expenses to an expense report by choosing it from the "Assign to Report" dropdown menu:
Figure 8. Expense Details, Assign to Report field
You may also select the box next to the expense or expenses, and then submit them:
Figure 9. Expenses & Transactions page, select an expense
Once you choose submit, you can then title your expense report:
Figure 10. Submit New Expense Report screen, Report Name field
Clicking submit will then send the report through your company's approval flow.
Frequently asked questions
If I accidentally merge the wrong expense to a transaction, can I unmerge the expense and transaction?
While you cannot unmerge transactions, merging transactions essentially adds the receipt image to the synced transaction. If you still have your receipt, you can add it directly to the correct synced transaction.
I've synced my personal card with NextView; where are my transactions?
Transactions for personal synced cards are on the My Cards page.
Need help?
If you need help, contact the NextView support team:
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: February 5, 2025
Last update: NA