Review Credit Card Charges on Expense Reports

You can view credit card charges in the Credit Card Charges pane in Expense Reports only 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 review credit card charges on expense reports:

  1. In the Navigation pane, select My Stuff > Expense Report. The Credit Card Charges pane displays in the right side of the Expense Report form. If the Credit Card Charges pane doesn't 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.
  2. 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 display in the Credit Card Charges grid.