Assign credit card charges to an expense report

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Contents

Tips

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.

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.

Related topics

Create a new expense item

Screen details
To display the Assign Credit Card Charge screen, click Create Expenses > From Your Credit Card in the Create Expenses screen. Or click Assign Charge in the Create New Expense Item screen.

To see more credit card charges on this statement, use the scroll bar.
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.