Connection Card Pro Help & Documentation

Credit Card Expense Reports

Our Credit Card Expense Report and Reimbursement Requests features are included with all paid plans with Connection Card Pro!

Share the 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

• Check the settings you desire for both Reimbursements and Credit Card Expenses on this page.
• Be sure to check "Credit Card Expense Reports Enabled" to use these reports.
• Issued Cards - Assign staff to the appropriate Credit Card by clicking on the "+" in the Issued Cards section of this page.
• 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.
• Track all individuals issued a credit card from your organization here.
• Save Settings.

When submitting a Credit Card Expense Report, they will only be able to use and see the card that is connected to them. The name of your credit card liability account (from your Chart of Accounts), such as “Credit Card” will be what they see, but with their name on the report this “credit card” will be connected to them.  These reports will be connected to their card and in your ledgers will show the name of the person submitting a credit card expense form.

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