Enhanced interface

Distribute credit card transactions linked with electronic receipts

Subscription	Cash Management Sage Cloud Services Time and Expenses
Regional availability	United States
User type	Business Employee Project Manager
Permissions	Cash Management Credit card accounts: List, View, Add Credit card transactions: Add Expenses Electronic receipts: List, View, Upload, Manage staff electronic receipts Expense summaries: List expenses, View expense, Add expense My expenses: List, View, Add
Configuration	Enable electronic receipt inbounding Enable allocation to distribute expense entry

Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.
In the Expense report info section, enter information in the required fields.

For more information, go to Create your expense report or Create expense reports.
Select More actions > Select electronic receipts.
Select the receipts.
Choose Add selected.
Select Action > Link to credit card transaction.
Select the relevant employee transactions to add to the expense report.

Ensure that the credit card transaction amount and the electronic receipt amount are the same. If the amounts are different, the credit card transaction amount takes precedence.
Select an Allocation.
Choose Select.
Specify a non-reimbursable expense payment type for expense lines.
Select a different expense type, project, customer, or other dimensions.

The only information that you cannot change is the entry date.
Select Submit or Draft.