My corporate credit cards mobile web

Automate the import of transactions for company-issued cards. Easily manage your corporate credit card expenditures from your mobile device. Chrome browser recommended.

At a glance view of all corporate credit card transactions

Navigate to the menu icon , click your name, then select My Corporate Credit Cards to access all your corporate credit card transactions or to enter pending bill that has not appeared on your corporate credit card yet.

Focus on specific card transactions

All of your company card transactions will be listed on the page. To find specific items, use Filters to narrow down the list based on Status, Merchant, or dates.

For Status, you can multi-select from the following options:

Status	What it means
Un-submitted	The item requires action from you, i.e. needs to be coded and submitted for approval
Submitted	The item is pending manager approval
Manager Approved	The item is pending approval from a manager approver. Depending on your agency set-up, this could be your direct manager, the job manager, or the client lead.
Manager Rejected	The item requires action from you. See rejection details from My Messages under your name.

Link card transactions to jobs and task types

Accountability gives you real-time access to all expense categories (aka Task Types) and jobs for your agency. You can assign the Job No. and/or Task Type to line items by tapping into the specific line. To assign the same job number and/or task type to multiple line items, select the lines by checking the boxes to the left of the lines and click on the icon then select Code All at the bottom of the page.

Billable vs non-billable

Depending on your agency's settings, the Billable checkbox maybe visible. If visible, the checkbox is enabled and will bring up all client-billable jobs in the Job No. field. Uncheck this box if you are recording card transactions against a non-billable job.

Allocate an expense line to multiple jobs and/or task types

The Split function allows you to allocate a transaction line to different jobs and/or task types, as well as override the billable status of each item. For example, you might have a hotel bill that needs to be itemized into various task types for Room, Food and Beverage, etc. To split a line, select the line by checking the box to the left and click on the icon. Then click on the Split option at the bottom of the page.

Record credit card transactions ahead of automated import

Clicking on the icon at the bottom of the page allows you to record new transactions ahead of your credit card statement. These are called Pending Bills. The system will automatically match the transactions when the statement is imported. Use the Match function for any exceptions.