Click the Pending Credit Card Items tab All credit card items are listed on this page Additional claim item information can be easily added to the columns Click the icons to add Attendees, Split Items and Additional Information.

  Click here to add Attendee details Click the +Attendee button – notice that your name has already been added Click the Edit icon -You can select a colleague from the existing list Type in the attendee’s Job Title – this field is mandatory To add more attendees, click the +Attendees button again If the […]

  Click the drop-down menu to view the expense Categories Click the relevant Category to select To update multiple items with the same category Click the tick box to select each item Click the drop-down menu in the Category header to view the expense Categories Click the relevant Category to select The Category has now […]

  Click on the Additional Information icon to add more mandatory information This transaction relates to a travel category – therefore the Additional Information that needs to be added is the From and the To fields and the Return journey tick box Click on the Additional Information icon again to close this section.

  Click on the Split Items icon to itemise the total spend for this transaction Now click +Split to begin itemising Click in the first Amount field and type in the amount for this category Click in the next Amount field and type in the amount for the next category Click on the drop-down menu […]

  Click the receipt icon to expand the item and view your saved receipts If a saved receipt matches the Amount and the Date of the credit card item The receipt will automatically be selected and attached – this is indicated by the white tick and the paperclip icon Select the item or items using […]