[New UI] My Corporate Credit Cards

Redesigned page centralizes expenses for company-issued credit cards and streamlines user experience

What’s New

• Directly code on the main page
• Link or upload receipts with the paperclip icon
• Billable vs Non-Billable Transactions
• New Pending Bill and the Match functionality

Directly code jobs and task types on the main page

You can now code transactions directly on the main page, making the task easier and more efficient.  This replaces the Code Batch function in the previous version.

Link or upload receipts with the paperclip icon

Each credit card transaction line will have a paperclip icon that allows you to link emailed receipts or upload a receipt from your desktop or device.

Billable vs. non-billable transactions

By default, the Billable checkbox is enabled.  This 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.  

New Pending Bill and Match functionality

Record credit card transactions ahead of time

The New Pending Bill functionality allows you to record credit card transactions in advance of the actual transaction appearing on the My Corporate Credit Cards page. Daily, the system will automatically match these pending bill items to the credit card transactions, provided the date and amounts match.  

You can also submit these pending bill items and have the system auto match and subsequently, auto submit them. The transactions will appear with a Pending Submitted status until they are matched.

Match pending bill transactions that were not auto-matched

If there is more than 1 transaction line with the same date and amount, the system will not perform an auto-match, and a manual match via the Match button can be made.

To match, click on the pending transaction line items and the system will display all credit card transactions that match based on date and amount. Select the appropriate transaction and click on Save. The system has now matched your pending line item with the actual credit card transaction and it can now be submitted.