An Authorized User can take any action on transactions visible in the Credit Card Transactions screen; including transactions not assigned to the user. 

Credit Card Transactions Screen

Users with the Expenses or Expenses Administrator roles can access the Credit Card Transactions screen by:

1. Navigating to the Expenses module and 

2. Select Credit Card Transactions (on the left side panel).

Authorized User Actions

The following actions are available from a credit card transaction entries, by selecting More Actions (hovering to the right of the entry):

Add Transaction to New Expense Claim

An Authorized User can add a transaction to the a new Expense claim, by:

• Hovering over the desired transaction entry.
• Click More Actions (encircled three dots). 
• Selects Add to Expense > click Add to a new expense > and click OK.

• The Edit Create Expenses claim screen will populate. To complete all required fields marked with a red asterisk.
• Once completed, select Add.

• Once completed, the system automatically designates the cardholder in the On Behalf Of field, on the new Expense claim (not the user taking action). This means the Authorized User is creating the expense claim on behalf of the cardholder.

Important: The On Behalf Of field is set automatically and cannot be changed when creating a claim via this route. If the wrong cardholder is shown, cancel and verify the transaction owner before creating a new expense claim, utilizing this feature.

• Enter the desired expense claim name, in the Claim Name field.
• If you desire to attach additional documents, in the Attachments field select Browse.
• Once completed, select Submit.
  • Save: Places the expense claim in an Incomplete state, allowing you to finish it later.
  • Cancel: No action taken.

 The submitted expense claim will appear in the cardholder's expense list and will follow the community's delegated approval process.

Add Transaction to Existing Expense Claim

An Authorized user can add a transaction to an existing expense claim, by:

• Hovering over the desired transaction entry.
• Click More Actions (encircled three dots). 
• Selects Add to Expense > click Add selected items to existing expense.
• In the Expenses field, select the dropdown.
• Only a list of open expense claims belonging to the transaction's cardholder, will populate. Claims belonging to other users will not appear.
• Click the desired existing expense claim name > and click OK.

• The Edit Create Expenses claim screen will populate. To complete all required fields marked with a red asterisk.
• Once completed, select Add.

• The system automatically designate the cardholder in the On Behalf Of field, on the new Expense claim (not the user taking action). This means the Authorized User is creating the expense claim on behalf of the cardholder.

Important: The On Behalf Of field is set automatically and cannot be changed when creating a claim via this route. If the wrong cardholder is shown, cancel and verify the transaction owner before creating a new expense claim, utilizing this feature.

• Enter the desired expense claim name, in the Claim Name field.
• If you desire to attach additional documents, in the Attachments field select Browse.
• Once completed, select Submit.
  • Save: Places the expense claim in an Incomplete state, allowing you to finish it later.
  • Cancel: No action taken.

 The submitted expense claim will appear in the cardholder's expense list and will follow the community's delegated approval process.