Expense Management
The Expense management page, under Expenses, is where cardholders can view and submit their credit card charges and invoice requests for approval. This page is also where a person who approves these charges can go to approve or reject the transactions.
Simply use the tiles on the Expense management page to access the information you need.
My credit card transactions (Cardholders)
The My credit card transactions tile is where cardholders can access and view their credit card charges. When you select Work with my charges you can view all the downloaded credit card transactions associated with the selected credit card. Cardholders can use this page to view and submit charges for approval. For more information, see Credit Card Activity.
My invoice requests (Cardholders)
The My invoice requests tile is for cardholders who are not using credit cards connected to Yodlee, but still need to create invoice requests and view pending, approved, and rejected requests. Select Work with my invoice requests to view all your invoice requests. For more information, see My Invoice Requests.
My settings (Cardholders)
The My settings tile is where cardholders can update Expense management default settings, including email notifications, approval rules, distribution information, and out of office forwarding. For more information, see Edit Settings.
My approvals (Approvers)
The My approvals tile is where the person who approves invoice requests can go to approve or reject the transactions.
Select Pending charges to view all the credit card charges pending approval. Select Pending requests to view all your pending invoice requests. For more information, see My Approvals.
View all invoice requests (System administrators)
The View all invoice requests tile allows you to easily view the status of all your Invoice requests. This helps you see what’s in the pipeline so that you can intervene as necessary, and know if it’s safe to close month-end.
For more information, see View All Invoice Requests.
Expense management access (System administrators)
The Expense management page appears only if you have Expense Management and WebInvoicing enabled in the database view. Security rights and permissions to WebInvoicing are managed on the Online Security tab in the database view.
Also, your credit card must be connected to Financial Edge NXT. If your card is not connected, please contact your system administrator. For credit card setup information, see Credit Card Feeds.
Expense management setup (System administrators)
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 Expense management.
For more details, system administrators can refer to the following help topics: