Transactions Management Tab (accountants)

If you have accountant rights for importing credit card statements, you see the Transactions Management tab in your top navigation bar:

This tab enables accountants to import credit card statement files.

The file must be in one of these formats:

• .cdf
• .dat
• .txt
• .xml

The file size must not be greater than 3 MB.

The tab also shows credit card statements that have already been imported. These are classified into the following categories:

• Assignment incomplete: statements where not all transactions have been assigned to colleagues
• Assignment completed: statements where all transactions have been assigned
• Archived: statements that are no longer needed for processing but which are stored in case they ever need to be checked

See Importing Credit Card Statements.

See Also

• Home Tab
• Expense Report Controls
• Create an Expense Report Tab
• Approvals Tab (managers)
• Cash Advances Approvals Tab (managers)
• Expenses Wallet Tab
• Reimbursements Tab (accountants)
• Payments Tab (accountants)
• My Expense Reports Tab
• My Receipts Tab
• Cash Advances Tab
• Export Management Tab (accountants)
• My Profile Tab