Enhanced interface

Add credit card transactions and electronic receipts to employee expense reports

Link credit card transactions and electronic receipts to employee expense reports to enter data quickly.

This functionality is unavailable for the following companies:

VAT/GST enabled companies
Cash and Accrual companies configured to post credit card transaction charges and fees to the General Ledger after creation
Cash-based companies

Contact your account manager or Value Added Reseller (VAR) to enable expense automation.

While you link electronic receipts and credit card transactions, you can distribute these expenses. Learn how to 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

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.

You must select the electronic receipts first. Then, you can select the credit card transactions to link with the 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.
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.