Credit Card EXPRESS-Desktop Entry

Credit Card EXPRESS provides the ability to apply the credit card charges directly to an expense report, or to create a new report based on a transaction. If Credit Card EXPRESS is enabled, you will see an icon on your homepage as the following

How to use Credit Card EXPRESS

1. Click on Credit Card EXPRESS from the home page.
2. Select the expense report you would like to add the credit card transactions next to Step 1: Select an expense report. The transactions can be added to a new report or an existing report.
3. Select a transactions and click either Delete, Itemize(from menu icon), or Next/or the arrow
   
   1. Delete- If you would like to mark a transactions as personal. Depending on the configuration of your site, you may or may not have this option to chose.
   2. Itemize - If the transactions needs to be split into multiple expense types
   3. Next - Allows you to chose an expense type in the next screen or if there is a default expense type, the system will insert the default expense type for you.
                 Note: Depending on your set up, default expense type may or not may not be able to be updated.
4. Fill in all required fields, which are marked with an asterisk ( * ). 
5. Click on Next.  (you can click on ‘SKIP THE TRANSACTION’ to skip the transaction and go to the second transaction if more than one transaction was selected, or go to report if one transaction was selected or we reached to the last transaction).If you have any attachments to add to the transaction you may do so in this step,
6. Click on UPLOAD
   1. Click on ‘Browse from local computer’ if you would like to add a document from your desktop.
   2. Click on ‘Browse from receipt repository’ If the receipt was emailed or a photo was taken through the mobile app
7. Click on Next. 
8. After finish applying the selected credit card charge(s) then it will take you to the full view of the report.  While you are in the report you could submit or save as a draft to complete the report in later time.