Credit card transactions

Credit card transactions are a popular way to pay for a number of things, and this also extends to paying on behalf of your company. Travel and Expense management makes it trivial to report these, especially if you have set up Credit Card Agreements, as you will be able to automatically match with fitting expense reports.

You can open a credit card transaction, fill in the details and send it as an expense.
If you already created an expense for the credit card transaction, you can merge the two.
At the top of an opened credit card transaction, you will find an expense button showing how many expenses match this transaction. Whether these expenses are considered matches depends on their date, currency, and amount.

The dot color will indicate how precise the matches are:

• Red: No match
• Yellow: Partial match
• Green: Good match

Tapping the expense button will allow you to merge the transaction with an expense by pressing the Thumbs up button. Again, the color to the left of an expense will indicate the quality of the match. A warning will pop up telling you that this operation cannot be undone.

Once merged, the expense and the credit card transaction will be displayed as one item on the dashboard list with an icon indicating the merge.

Matched expenses

A green dot on a credit card transaction in the dashboard list will indicate a good match with an expense. The expense with a good match will automatically be displayed at the top of the credit card transaction once you open it.