Click Next. If you have charges on your card, they will be available for you to import to your expense report under SmartExpenses. This screen will automatically come up if your card charges are in the system.
- Select the expense and click Move, then select To Current Report or To New Report, as appropriate.
- As you pull in expenses, you will need to then edit to choose the appropriate expense type if not already completed.
- Receipts are required for $25 and over.
- Required fields show a red line to the left of the box. Be specific in the business purpose for each transaction, if necessary, overriding the default from the report header. Add comments as appropriate.
TIP: ALL BUCKNELL CREDIT CARD TRANSACTIONS SHOULD BE IMPORTED, NOT ADDED AS NEW EXPENSE. ONLY OUT-OF-POCKET EXPENSES SHOULD BE ADDED AS NEW EXPENSES.