As of Version 6.2 the Credit Card Express is available. This allows the user to apply credit card charges directly to an expense report from the transaction list, or to create a new report based on a transaction.
Credit Card Express Setup
- Access the T&E Access window.
- Expand Security
- Click on T&E Access
- Select the T&E Access role you would like to enable the Credit Card Express.
- Click on Assign Access
- Click on Add
- Scroll to the Expense Entry and Approval section and look for Enable Credit Card Express.
- Select Enable Credit Card Express and click OK.
- This will need to be done for each T&E Access role you would like this option be added to.