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With recurring charges, you will be able to Automate Expense Report Creation of recurring charges credit card charges based on specific matching rules to locate identify the charge and transaction, auto create the report and , assign the expense type and then submit expense reports without any user intervention!

How does it work? You can designate recurring charges for automatic expense report creation. These could be subscription-based expenses charged on company credit card or recurring out-of-pocket transactions, like monthly cell phone or data plans, or a car allowance. These reports are automatically created and submitted for approval per your client's requirements. It's the most hands off expense report ever. And it It also works with credit card charges & P-Card transactions.

Each matching rule will be mapped to a specific expense type and report type and it will create a new report for that specific rule. For example, if you have recurring software subscriptions such as for Adobe, Microsoft, DATABASICS etc, then you will setup a matching rule called Subscriptions and then select the report type and expense type for software subscriptions and then set the matching conditions such as the following:

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• Name*: Rule Name

• Description: Just for information if needed.

• Report Type*: select the report type you want to the report to be created.

• Report Title: The default report name.

• Report Status: Select the report status when the reports report is created such as Draft , and Releaseor Released (submit for approval).

• Email Options: Select one of the options: Email the user, Email the user with PDF report and No Email.

• Email Subject: only required if the email option is enabled.

• Email Message: Only required if the email option is enabled. The email keywords

  • {ReportId} Report Number

  • {TotalAmount} Total Amount

• Once you complete this form click on Next

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