All transactions you perform with your Comdata Mastercard are imported into Expense Track and collected into draft expense reports. These reports are auto-created based on your company’s expense period (weekly, semi-monthly, monthly, etc.) and the number of transactions you performed within that expense period.
When the transactions are imported, they are matched to your user profile based on your user ID, customer ID, and expense item (transaction detail). The transaction matches to an expense item based on its Merchant Category Code (MCC).
Your Administrator will determine the frequency of auto-generated draft expense reports and the naming convention of each report. For example, if the frequency is set to monthly, you will receive a draft expense report for all credit card transaction for the previous month and the report name will reflect that month (example, July 2018). Understanding the credit card expense draft frequency allows for efficient expense tracking and approval.
This section includes instructions on managing your expense reports, such as reviewing them for accuracy, correcting mismatched transactions, and attaching receipt images.
Click a link below to learn more:
- Manage Transactions
- Review and Submit Expense Reports
- Correct Unmatched Transactions
- Move Expenses to Another Report
- Edit Account Codes
- Split Account Codes
- Override Default Account Codes
- Assign Multiple Default Merchant Category Codes (MCCs)
- Attach Receipt Images to an Expense
- Search Expenses
- Create Reimbursable Expenses