Credit Card EXPRESS-Desktop Entry

As of Version 6.2 users now have the ability to apply credit card charges directly to an expense report from the transaction list, or to create a new report based on a transaction. If credit card express is enabled, you will see a new icon on your homepage like below.

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 *Select an expense report. The transactions can be added to a new report or an existing report.
3. Select a transactions and click either Personal, Itemize, or Next
   1. Personal - 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.
6. If you have any attachments to add to the transaction you may do so in this step.
7. Click on Upload an Attachment if you would like to add a document from your desktop. If the receipt was emailed or a photo was taken through the mobile app, they can be accessed through the Receipt Repository.
8. Click on Next.
9. In the next screen, you have the opportunity to add additional expenses if needed by clicking Add More. Go back to step 3 if you click Add More.
10. Click on Next.
11. If any updates need to be made to the Cover Page, you can do so in this step.
12. If you need to print off a fax cover sheet, check the box next to "Print Fax Cover Sheet (Barcode) to fax your receipts.".
13. Three options:
    1. Exit Without Save - this will not save any changes you have made to the report.
    2. Access Full Report - if you would like access to the full expense report
    3. Submit - this will submit your report for approval
14. If you click on Submit, the system will check for any validation warnings and errors. 
15. If you have warnings, click on Submit again. If you errors, they will need to be corrected before moving forward.

Additional Features:

Report - The printer icon will pull up a PDF of all the transactions with the available details that show on the screen.

Filter - The funnel icon allows you to filter through the credit card transactions based on the criteria's below.

Alert - The bell icon allows you to set up alerts that will send an email once the transaction is available in the application to apply. The fields marked with an asterisk ( * ) are required.