The Manage Transactions page allows you to manually add and delete reimbursable transactions, code multiple transactions at once, and submit transactions for expense approval. Follow the steps below to learn how to perform each action.
Add Reimbursable Transactions
Adding a transaction allows you to apply it to an existing expense report or create a new one. Follow these steps below:
1. Click the Add button.
2. Complete each field in the Add New Transaction window. Use the Report drop-down to assign the transaction to a new draft expense report or an existing one. Click Next when finished.
3. The Add/Edit Transaction window opens. From here, enter the remaining details on the transaction, such as the date, quantity, and amount. You can leave these fields blank for now if necessary, but you cannot submit the transaction for approval until all required information is complete.
Click Save to return to the Manage Transactions page with the new transaction added. Click New to start another transaction using the same details as the previous one you created.
Delete Transactions
The Delete option allows you to delete any cash (reimbursable) transactions from the Manage Transactions grid. Transactions submitted for expense approval cannot be deleted.
1. Select a transaction(s) from the Manage Transactions grid (up to 100 can be selected for deletion). Then, click Delete.
2. The Delete Transaction(s) window opens asking you to confirm your decision. Click Ok.
3. Your selected transactions are removed from the Manage Transactions grid.
