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Merged Suggestion

This idea has been merged into another idea. To comment or vote on this idea, please visit KDS-I-770 Expense Approval screen should list credit card transaction number that is linked, if there is one. .

Have a field on the Expense Approval screen that showed if the expense was a credit card expense or a reimbursement expense. Merged

  1. We are using the Credit Card Import and folks are also submitting expenses for reimbursement and we have an issue where sometimes folks try to use the Quick Add or enter the credit card transaction without properly matching it against the imported transaction and it gets coded as a Reimbursement rather than a Credit Card Category & leaves the potential for us to reimburse the employee for something that was charged on the credit card.  It would be really helpful if on the Expense Approval screen there was a column that showed the Expense Category so that it was clear to the approver whether the transaction was submitted as a Reimbursement or Credit Card.  Below is an example of a Credit Card transaction and an Expense that I submitted, but you can see other than the Package description I put in, there is no way for the approver to tell which Category type this is.
  • Justin Mancuso
  • Aug 8 2019
  • Shipped
Company EMCOR
Job Title / Role Controller
I need it... 1 month

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