New Feature: Commercial Card Reconciliation

garrettmknight —  December 4, 2012 — 4 Comments

EXP-Reconciliation

This is not a test, those of our users that have imported their commercial cards can now run reports of all domain users’ credit card transactions imported from your commercial card feed. In addition to downloading all transactions, you can also designate the transactions that have not been reported in Expensify, allowing you to identify any expenses that may have slipped through the cracks.

reconciliation2

To begin, go to your Admin tab and select the Reconciliation page to the left of the window. Select your desired date range, report type (All Expenses or Unreported Expenses) and click the green ‘Reconcile Expenses’ button. Your report will generate in under 15 minutes and many times much quicker, depending on the amount of data you’ve selected. Reconciliation reports will generate in the background so you are free to continue using Expensify in the meantime.

Important Notes:

  • To gain access to reconciliation reports you must be on our corporate plan, have Domain Control enabled, and import company’s Commercial Card feed.
  • Only one domain member can generate one reconciliation report at a time.
  • Information on reports will not automatically update if any changes to expenses are made. Rerun the report by clicking the green ‘Rerun’ for the most up to date version of the report.

As always, if you have any questions about our shiny, new features or any facet of Expensify please contact us at help@expensify.com.

4 responses to New Feature: Commercial Card Reconciliation

  1. 

    need more details!

  2. 

    For more information, check out our Commercial Card Reconciliation help page. If you have any specific questions, please shoot us an email at help@expensify.com.

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