Uploading Receipts

Why am I getting notices about missing information on an expense or transaction?

Did you lose, misplace, or otherwise not receive a receipt for a purchase you made with your Benepass card?

It's not uncommon to misplace a receipt, and we understand that keeping track of every transaction can be challenging. However, it's crucial to adhere to your employer's benefits policy, which may require receipts for certain transactions. 

When will I need a receipt?

If your employer's policies have dictated so, transactions without a receipt or attestation of purchase will be labeled as "needs information." You can confirm whether your benefit will require receipts by navigating to Accounts > Benefit > See more benefit details. Here you'll be able to confirm which purchases and transactions will require a receipt be provided. 

By following these guidelines, you can streamline the process of providing necessary transaction details, align with your employer's policies, and minimize disruptions in the approval process.

I don't have a receipt

Even without a formal receipt, there are alternative methods to provide the necessary information.

In lieu of a traditional receipt, you can submit photos or screenshots containing as much information as possible. The key is to have a comprehensive record of the purchase, including the item(s) purchased, the amount paid, and the date of the order. If you possess a partial receipt or order confirmation, this may suffice for review and approval. In cases where no such evidence exists, you can make a formal attestation affirming that the purchase aligns with your benefit policy. We have attached the attestation form here for your convenience, and you can upload it to your transaction in lieu of a receipt.

What does each notice mean? 

You may have received a notice from Benepass requesting more information for an existing expense or transaction. Below is a description of each notice and what it means:

Needs a letter of medical necessity

  • This notice is sent when the expense or transaction is only eligible under your pretax benefit with a letter of medical necessity (LMN).
  • An LMN is required for certain products or services that fall out of the purview of "medical care" but can be FSA-eligible under certain circumstances.
  • If you receive this notice, please attach your LMN to the transaction alongside the existing receipt.
  • Note: If you don't have an LMN, the transaction may need reclassification to remain compliant, or the expense may be denied.

Needs manager approval

  • This notice is sent when the expense or transaction is missing manager approval.
  • If your employer requires proof of manager approval for all purchases under the benefit in which this expense or transaction was made, please attach a screenshot showing proof of manager approval to the expense or transaction.

Incorrect receipt

  • This notice is sent when the uploaded receipt(s) don't match the item, merchant, and/or amount in the transaction details.
  • When submitting receipts, please ensure they contain the merchant's name, date, items purchased, and amount paid.
  • If you receive this notice, upload a new receipt with the necessary information.

Unable to view or read receipt(s): 

  • This notice is sent when Benepass can't view the submitted receipt(s) (e.g., due to blurriness or document lock).
  • If you receive this notice, please upload a new, shareable receipt with all pertinent information.

Missing merchant information

  • This notice is sent when the uploaded receipt(s) are missing the full merchant information.
  • When submitting receipts, please ensure the merchant's name, date, items purchased, and amount paid are present.
  • If you receive this notice, please upload a new receipt with the required information.

Missing amount spent

  • This notice is sent when the uploaded receipt(s) are missing the full amount spent information.
  • When submitting receipts, please include the merchant's name, date, items purchased, and amount paid.
  • If you receive this notice, upload a new receipt containing the necessary information.

Missing item(s)/services(s) purchased:  

  • This notice is sent when the receipt(s) are missing information on the item(s) or service(s) purchased. This is important to ensure these items or services fall within the eligibility guidelines of your program.
  • When submitting receipts, please include the merchant's name, date, items purchased, and amount paid.
  • If you receive this notice, please upload a new receipt with the required information.

Questions? We are happy to help! Please reach out to Benepass Support for any assistance.

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