Expenses

Cardholders view and access their credit card charges. Select Work with my charges to view downloaded credit card transactions associated with the selected credit card. Cardholders can also view and submit charges for approval. For details, see Credit Card Activity.

Cardholders create invoice requests and view pending, approved, and rejected requests (including credit cards not connected to Yodlee). To view all requests, select Work with my invoice requests. For details, see My Invoice Requests.

Cardholders update default settings, including email notifications, approval rules, distribution information, and out of office forwarding. For details, see Edit My Settings.

People who approve invoice requests can approve or reject transactions.

Select the numbers next to Pending charges or Pending invoice requests to dig deeper. For details, see My Approvals.

Quickly view and track the status of all requests so you can understand everything that's in progress. Intervene as necessary in order to safely close month-end.

For details, see All Invoice Requests.

The Expense management page appears only if you have Expense Management and WebInvoicing enabled in database view while online security settings are defined in web view. For details, see Edit My Settings and Online Security.

Also note that credit cards must be connected to Financial Edge NXT. If they aren't connected, contact your system admin. For more information, see Enable Credit Card Feeds.

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:

Yodlee Terms of Use

Get Started with Credit Cards

Manage Credit Card Feeds

Enable Credit Card Feeds