Add a Credit Card Charge to an Expense Report

You can add credit card charges to expense reports if the Credit Card feature is enabled.

You enable the Credit Card feature by company, for the appropriate companies in your enterprise.

• To enable the Company Paid feature, select Allow Company Paid Expenses in Settings > Expense > Options.
• To enable the Credit Card feature, select Enable Use of Credit Cards in Settings > Cash Management > Options.

To add a credit card charge:

1. In the Navigation pane, select My Stuff > Expense Report.
2. Use the search field above the Expense Reports form to search for and select the expense report that you want to review or you can create an expense report. The Credit Card Charges pane displays to the right side of the Expense Report form.

   If the Credit Card Charges pane does not immediately display, then there are no open credit card charges that you can add to the expense report. If you open the Credit Card Charges pane, it displays a blank grid without any credit card transactions.

3. In the Credit Card Charges pane, select a credit card in the Credit Card drop down field. Credit card transactions associated with the selected credit card are displayed in the Credit Card Charges grid.
4. Select a credit card charge in the grid by selecting the check box in the left side of the grid for the corresponding row item.
5. Click Add to Expense Report. The credit card charge that you selected is moved from the Credit Card Charges pane as the last expense line of the Expense Reports grid in the Expense Reports form.
6. You can click on the Credit Card Charges pane to hide it and view or edit the other details of the credit card charge expense line.