Add credit card transactions to employee expense report

Associate credit card transactions with an employee expense. These transactions then become available for selection in an expense report for that employee.

This functionality is not available 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

1. Go to Expenses > All > Expenses > and select Add (circle) next to My expenses or Staff expenses.

2. 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.

3. Choose Select credit card transactions.

4. Select the relevant employee transactions to add to the expense report.

   Optionally, you can split a single credit card transaction into separate expense lines on the expense report expense lines after added and linked to the expense report.

   1. For example, you can split a credit card transaction from a hotel between meals and lodging by lowering the amount on the line.
   2. After lowering the line amount, select the credit card transactions to create an additional line on the expense report for the remaining amount.

5. Choose Select.

6. Specify a non-reimbursable expense payment type for expense lines.

7. Select a different expense type, project, customer, or other dimensions.

   The only information that you cannot change is the entry date.

8. Select Submit or Draft.