Charges on your credit card statement can be automatically added as expense items on an expense report, or assigned to an existing expense item.

You can assign a charge to any expense report whose status is Composing. After you submit an expense report, you can no longer assign charges to it.

If you are creating an expense report on behalf of another user, you must have permission to view their charges.

Depending on your configuration, the summary table in the Navigation Panel either lists each item associated with the request or groups items by expense type. When listed by item, if errors or policy violations are indicated, you can click the icon to edit the item.

• To view details about a charge, click the merchant name. (The merchant name is less precise than the Merchant ID. The merchant ID is a unique identifier for the merchant involved. It's associated with a particular Merchant Name. The merchant ID is set by the bank and cannot be changed.)
• To see more credit card charges on this statement, click an arrow to display the previous or next page or select a page from the pull-down menu.
• To add an item from the credit card statement to an expense report, click the item and then click OK.
• Click Cancel to return to the previous screen without selecting an item.