Goal:
- Correct an inaccurately labelled Reimbursable Expense.
- Move an approved Expense item to Credit Card Reconciliation.
- Mark an Expense as being paid by credit card.
Where:
- Procurify web app.
Tips!
- Only users with access to Unbilled Expense Items within Accounts Payable will be able to perform the steps below.
- The steps below assume that the approved expense should have been marked as paid by credit card when it had been originally created and approved, rather than "reimbursable".
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Steps:
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Select Accounts Payable from the left hand navigational bar.
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Under the Expense category select Unbilled Items.
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Select the [...] button on the far-right hand side of the item you would like to edit.
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Select Edit.
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Within the pop-up window that appears, select Advanced Change Options at the bottom.
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Check the box beside "Paying with Credit Card."
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Select the appropriate credit card from the drop-down menu.
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Select the blue Edit Item button to confirm changes.
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