Transactions

The Transactions option allows you to manage all transactions coming from corporate cards, bank account integrations, or ExpensePoint credit cards. 

Click the Transactions menu option from the left-hand navigation menu to open a window displaying all 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 occurred.  

• Vendor: The vendor where the transaction was processed. 

• Receipt Total: The total of the transaction according to the 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. 

• Manage credit card cash advances. 

• 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 view, click on the Refresh button in the upper right corner of the screen. 

For mobile instructions, please refer to this article.