Expenses

Users who approve invoice requests can approve or reject transactions.

To view a pre-filtered list of pending approvals, select the number next to a Pending option (such as Pending charges). From there, search, sort, or filter the list that displays. You can also add details to individual transactions and save your updates.

Cardholders can view open credit card charges and credits, and submitted and rejected charges.

Work with my charges to downloaded transactions associated with a specific credit card, and view and submit charges for approval.

Admins quickly scan and track the status of all invoice requests so you can understand everything in progress. Intervene as necessary in order to safely close month-end.

View all invoice requests for a closer look.

Cardholders create invoice requests and view pending, approved, and rejected requests (including credit cards not connected to Yodlee).

Work with my invoice requests for a closer look.

Note: Pending purchase requests are currently view-only. Look for full support in a future release.

Quickly scan and track the status of all product-related expenses to gain a clear view of what's in progress. Take action as needed to make sure month-end closes on budget and on time.

View all purchase requests for a closer look.

Note: Pending purchase requests are currently view-only. Look for full support in a future release.

Users who approve purchase requests can approve or reject product-related expenses.

You can explore pending requests in a couple of ways:

• Under My approvers, select the number next to Pending purchase requests for a closer look at approvals.

• Under My purchase requests, view and work with my purchase requests.

• Edit settings (Cardholders) - Cardholders can edit settings to update defaults, including email notifications, approval rules, distribution information, and out of office forwarding.

• Edit security (Solution admins) - Solution admins can edit security to define their online security.

Expenses, Expense Management only displays if online security settings are configured for access. To confirm, edit settings and edit security.

Also note that credit cards feeds must be connected to Financial Edge NXT. If they aren't connected, contact your system admin.

Expense management is an extension of credit card management. If you have not added your credit card accounts, reviewed Yodlee's Terms of Use, and connected those credit card accounts, you need to do so before using Expenses.

For more details, see:

• Yodlee Terms of Use

• Get Started with Credit Cards

• Manage Credit Card Feeds

• Credit Card Feeds