Our Credit Card Transaction report has multiple updates!

Webexpenses are pleased to announce the Credit Card Transaction report has been improved with multiple updates.

You can now see the current status of any uploaded credit card transactions. You can also easily find out if it’s:

  • Not imported to a claim
  • Has been imported into an open claim
  • If the transaction has been uploaded and subsequently deleted
  • Plus, you will see the date the transactions were uploaded and who approved the credit card claims.

Follow these three simple steps to create your report:

  1. Navigate to the Reports Menu
  2. Click, Credit Card Transaction
  3. Add your parameters and the date range you would to view and click, View Claim.