Connection Card Pro Help & Documentation

Credit Card Expense Reports

Our Credit Card Expense Report and Reimbursement Requests features are Add-Ons that are included with Connection Card Pro’s Budgets Add-On feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

By adding the Budget add-on, you will have access to a link to share a Preset Credit Card Expense Report form with anyone who has been assigned to a credit card with your organization and needs to submit a reimbursement request. Login is required for anyone submitting a credit card expense report.

These Credit card Expense forms are only for those in your organization who are logged in as an Admin and assigned to a credit card.

Manage Settings related to Credit Card expense forms and send Expense Reports from here. 

Credit Card Expense Report Settings and Link

From the menu:
Accounting > Financial Settings > Reimbursement & Credit Card Expense Settings

• Copy the link to send an Expense Report Form in an email or other form of communication to those logged in and assigned to a credit card when they need to submit a reimbursement request.
• Check to Enable Credit Card Expense Reports if you will be using these reports and features.
• Track all individuals issued a credit card from your organization here.
• Use the + to add individuals who have been issued a credit card.
• Save Settings.

Note: Submitted Credit Card Expense Reports can be found at Accounting > Reimbursements where you can approve, deny or modify them.