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Expense report from card transactions

Use an expense report template to turn this month’s Amex card transactions into a report by employee. It flags receipts, duplicates, and shows the amount for each transaction.

Book a demo

Someone typed

“show every amex card transaction by employee and date, status Agrees when the receipt is attached and the transaction id only shows once; otherwise missing receipt or duplicate, and show the amount”

The agent read it as

show every amex card transaction by employee and date from Amex card transactions, status Agrees when the receipt is attached and the transaction id only shows once; otherwise missing receipt or duplicate, and show the amount

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

Amex card transactions

CSV export · 22 rows

Step

Flag receipt and duplicates

Step 1

Result

Amex transaction flags

22 rows · 4 flagged

Schedule

Runs when you say

Proposed

File
Amex card transactions
CSV export · 22 rows
Step
Flag receipt and duplicates
Step 1
Result
Amex transaction flags
22 rows · 4 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 22 rows came out.

Download Amex card transactions sample (22 rows)Amex: Transactions > Corporate cards > Export CSV

What you get back

The result of that run, the rows to look at first.

Amex transaction flagsSample data22 rows

18 agrees2 duplicate2 missing receipt

Employee	Transaction date	Transaction ID	Amount	Status
Jordan Patel	2026-10-06	tx_6a9b0d52	18.20	Missing receipt
Noah Bennett	2026-10-17	tx_2c8d4f91	124.60	Missing receipt
Jordan Patel	2026-10-20	tx_9a6e1c34	19.50	Duplicate
Jordan Patel	2026-10-20	tx_9a6e1c34	19.50	Duplicate
Ava Brooks	2026-09-18	tx_0d6e8a33	412	Agrees
Ava Brooks	2026-10-09	tx_1f5e9a64	389	Agrees
Ava Brooks	2026-10-27	tx_3b5c9d72	148.30	Agrees
Daniel Kim	2026-09-26	tx_3e7a9f28	23.60	Agrees
Daniel Kim	2026-10-14	tx_4a1d9c80	36.80	Agrees
Emma Stone	2026-09-29	tx_5c2d1f90	45	Agrees
Emma Stone	2026-10-15	tx_7e0f3b22	312	Agrees
Jordan Patel	2026-09-08	tx_1a8d0e77	86.40	Agrees

22 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you turn card transactions into an expense report per employee?

Export this month’s Amex card transactions and load the file into the workflow. It groups the rows by employee and date, shows the amount, and marks each row as Agrees when the receipt is attached and the transaction id only appears once. If the receipt is missing or the transaction id appears more than once, it marks the row as Missing receipt or Duplicate.

How it works

How to use the Amex transaction flags workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Amex transaction flags: questions

Which export should you use?

Use the card transaction export from Amex for the month you want to report on. The workflow reads the exported file, not the live system.

What happens to rows that do not match the rule?

Rows that do not meet the rule are still shown. They are labeled with the status that applies, such as Missing receipt or Duplicate, so you can review them.

How do you change the rules?

You change the rule text, such as which fields to check, what counts as a match, and which status to show when a row does not fit. Then rerun the workflow on the exported file.