Connection Card Pro Help & Documentation

Submitted Expense Report Requests

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

With Credit Card Expense Reports and Reimbursement Requests features, individuals can submit credit card expense reports or reimbursement requests. On this page you can view these expense reports or reimbursement requests and approve or decline any outstanding reports or requests. Having these expense reports linked to individuals in your database and to the appropriate credit card and expense accounts will record these transactions in the individual’s record and your ledger for you, making your job easier!

On this page is where you will find all submitted expense reports.

To View Submitted Expense Reports

From the menu:
Accounting > Reimbursements

• Click on View to view all outstanding expense reports requests.
• Click View on an individual to approve, decline or modify the request.
• Click on View History to see all previous Expense Report requests that have been approved or denied with a total amount of all requests and total amount of approved requests.