Add Imported Credit Card Charges to an Expense Report

If you use the Credit Card feature and you import credit card charges from your credit card statement into Vision, employees can add the appropriate imported charges that they made with company-issued credit cards to their expense reports in Vision.

Import the charges from a credit card statement into Vision in Accounting > Credit Cards > Credit Card Reconciliation.

To add imported credit card charges to an expense report, complete the following steps:

1. From the Vision Navigation menu, click Time & Expense > Expense Report.
2. On the Expense Report Selection dialog box, create a new expense report or open an existing expense report.
3. In the Credit Card pane on the right side of the General tab in the Expense Report form, select the Select check box for one or more imported credit card charges that you want to add to the expense report. You can drag the left border of the pane with your mouse to expand the size of the pane.

   Only the imported charges that were made with the secondary credit cards that are assigned to you, and that have not yet been added to an expense report, display in the Credit Card pane.

4. Click the Add to Expense Report button. The charges that you selected in the Credit Card pane prefill in the grid on the expenses grid on Expense Report form.
5. In the rows in the expenses grid that prefill with the selected imported charges, complete any blank fields such as Category, Project, and Account. The Company Paid check box is selected automatically.
6. Click Save.