The Transactions option allows you to manage all the transactions coming from the corporate cards and/or bank account integration or an ExpensePoint™ credit card.
By clicking on Transactions menu option from the left menu, a window will pop up with all the transactions fed into ExpensePoint™ through the integrations you have set.
The list of Transactions will include:
- User Name - the name of the cardholder
- Date Incurred - the date when the transaction incurred
- Vendor - the vendor where the transaction was processed
- Receipt Total - the total of the transaction according to receipt
- Total – the total of the transaction, which could be different from the receipt total due to e.g. tips.
From the Transactions window you can:
- Import Transactions
- Link transactions from your bank
- Mark transactions as personal
- View Personal Transactions
- Cash Advances of your credit cards
- Verify Matches to the expenses or receipts that are already entered into ExpensePoint™
- Add transactions to Expense Reports
To ensure that you have the latest information available in the transactions list view, click on the Refresh 
button from the upper right corner of the screen.
