Credit Card Charges Pane

Use this pane to associate credit charges to an expense report.

This pane displays on the right side of the Expense Report form only if you use the Credit Card feature. You can use the pane when a credit card is configured to import charges into DPS, and you have a secondary credit card assigned to you in Settings > Cash Management > Credit Cards.

This pane displays all the charges that have been imported into DPS from your company's charge card statement for the secondary charge cards that have been assigned to you, but that have not yet been added to an expense report. The pane does not display charges made by other secondary credit card holders.

From this pane, you select and add imported credit card charges to an expense report. After you add a charge to an expense report, the charge displays in the expenses grid on the Expense Report form, and it is removed from the Credit Card Charges pane.

Remove Imported Charges from the Credit Card Pane

If you manually entered a credit card charge on an expense report before the charge was imported into DPS from a charge card statement, the imported charge displays on the Credit Card Charges pane, and you have no need to add it to an expense report. It will be removed from the Credit Card Charges pane when the credit card charge is cleared in Cash Management > Credit Card Reconciliation.

Deleted Expense Reports and Deleted Imported Charges from an Expense Report

If you delete an expense report before it is posted, any imported credit card charges that were on the expense report are added back to the Credit Card Charges pane.

If you delete an imported charge from the expense grid on the Expense Report form, it is added back to the Credit Card Charges pane.