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