Credit Card Express Setup

Credit Card Express 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 to be added to.
    

Once Credit Card Express has been enabled, the users who have been assigned this access will see the icon below on their home page.