Web Application:
On the web app user can see the credit card expenses under the Expense Reports => Expenses => pending tab. To attach the credit card expenses to the expense report user needs to complete the expense by assigning the valid expense type to it.
- Go to the Expense Reports and select the option Expenses.
- To identify the credit card transactions, look at the Source column value as Bank.
2. Click on the small pencil icon to edit the expense.
3. Add the receipt and assigned the valid expense type.
4. Once the receipt is added and the expense type is assigned to it click on the Save button to save details.
5. Once the expenses are completed then you need to create report and attach them to the report. For this you need to follow the same steps which you are doing today for Out-of-Pocket expenses i.e., for reimbursable expenses. However, if you want the steps then you can follow the steps given in below blog to create the expense report and attach the expense to it.