Credit Card Routing

The Credit Card Routing  screen allows the administrators to search for the corporate transactions imported into DATABASICS system that are not yet applied to expense reports. Administrators can also route credit card transactions to employees' credit card bins if individual corporate cards have not been assigned to the owners and the transactions load under one main account .  In this case, all credit card transaction get loaded into the general account bin and then the administrator needs to distribute these transactions to the corresponding employees so that they can apply them on their reports.
To route credit card transactions:

1. Expand Utilities.
2. Click on Credit Card Routing.
3. Enter any search criteria under the Filter
4. Click Apply
5. Select the transactions to route.
6. Click the Action button.
7. Click on Credit Card Routing.
8. Enter the employee to route these transactions to in the Routing To field.
9. Select the box next to Send Email if you would like to send an email to the user regarding this transaction
10. Add a Note regarding the routed transaction
11. Click Apply.