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
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