Record credit card transactions upon approval through Expense Management.

The credit card Expense Management process, as compared to the traditional Expense Management process, adds an extra step that requires us to first approve a credit card charge, then go into Treasury -> Credit Card Accounts -> Credit Card Activity, then click "Record Transaction" for each transaction. This is a redundant step. For traditional expense management expenses, the transaction is recorded upon approval of the submitted expense.

At the very least, we should be given the option to bulk "Record Transactions" for all approved credit card transactions.

  • Alex Zimmerman
  • Feb 18 2021
  • Needs review
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  • Sylvia Cook commented
    16 Feb, 2022 02:25pm

    It would be nice if they showed up in the same place as invoices to approve to get posted.