Credit Card EXPRESS

How to use Credit Card EXPRESS on the desktop browser?

How to use Credit Card EXPRESS on the mobile app?

1. On the navigation bar click on the drop down arrow next to Expense
2. Select Receipt EXPRESS
3. In the drop down next to ‘*Select an expense report:’ select weather you would like to create a new report or add to an existing report.
   1. If you chose an existing report you can preview the details of the report by clicking on ‘Preview’. The Detail Report by Line report will view in a separate window
      
      
      
4. Click on one of the radio buttons:
   1. Expense the selected receipt – to create an expense entry based on the receipt
   2. Attach selected receipt to report – to attach the receipt to the selected report (Only Available on existing reports)
5.  Expense the Selected Receipt:

1. 1. Click ‘Next'
   2. Fill in the receipt details
   3. Click ‘Next’
   4. For corporate credit cards look in section below before moving onto step 'e.'
   5. Select and expense type and fill in any additional required fields (marked with an *)
   6. Click ‘Next’
   7. From here you can continue to process the receipt or can click on ‘Next’
   8. If you need to update the Report Name you can do so in this step
   9. Click on any of the following options at the top

                                                             ii.      Access Full Report – takes you to the full view of the report

                                                            iii.      Save as Draft & Exit – saving the report

                                                           iv.      Submit – submitting report for approval

                                                            i.      Exit Without Save – does not save any changes you have made since creating the report

For Corporate Credit Card Transactions 

• If the payment type is for a corporate credit card the system will attempt to match the receipt with a credit card transaction that has been loaded into the application. If the transactions could not be found a search window will appear. You can select a start and end date along with the Min and Max amount to see if you find the match.

1. Note: The receipt amount may not match the loaded credit card amount due to tip that may have been added.

• Once you click on 'Search' the system will retrieve all credit card transactions that match within the range selected.

•  If the matching transaction is found check the box next to the transactions and click 'Next'
•  If you can not found the transaction in the search list the credit card transaction may have not been loaded into the application. In this case you can set up an alert to notify you when the transaction is available. 
• To add a alert click on the bell  icon on the tool bar.
•  Enter in the information of the transaction you would like to receive an alert. You can also enter in an alternate email to receive alerts.
• Click 'Apply' to save
• If you would like to set up more than one notification you can do so by click on the '+New' icon and enter in additional transaction information.
• Click 'Close' when all alerts are set up. 

6. Attach selected receipt to report:

*Note – this option will be grayed out if you are creating a new report from Receipt Express

1. Select the receipt and or receipts that you would like to attach. If you have a receipt you would like to attach that is currently not in the list you can click on ‘+Upload a Receipt’ to attach a document from your desktop.
2. Click ‘Attach to Report’
3. A confirmation page will pop up to confirm the number of receipts you are attempting to attach. Click ‘Yes’ or ‘No’
4. Once you click ‘Yes’ the receipt will attach to the report and you can continue adding additional receipts.