Credit Card Tab (Expense)
Travel bookings and credit card feeds can represent a significant portion of a budget and employees cannot always submit their expense claims within the budget period. Therefore, it is useful for budget owners, who want to see employee-based spend, such as travel booking and credit card feeds when reviewing their budget, to be presented with a reasonable predictor for the spend during a budget period. Since credit card transactions and billing statements (expense claims with credit card transactions) are counted as paid and spent, these transactions, even unsubmitted ones, will show in the Spent budget bucket in the Budget Dashboard. In addition, the credit card transactions will appear in a new Credit Card tab of the Spent section on the budget details page.
The following table describes the columns of the Credit Card tab in the Spent sections on the budget details page.
Field | Description |
|---|---|
Transaction Date | This column shows the date of the transaction of the credit card. |
Submitted By | This column shows the name of the employee who submitted the expense on the card. |
Details | This column shows the description of the credit card transaction. |
Expense Type | This column shows the expense type associated with the expense. |
Budget Amount | This column shows how much of the budget amount that is pending or spent. |
% of Budget | This column shows the percent of the budget that is pending or spent. |
Credit card feeds are transmitted once a day during a nightly run (US Pacific Time) and budget will process these feeds shortly after. Since credit card feeds are not provided in real-time, budget cannot process them in real-time either. For now, budget processes all available expenses during that nightly run. Unsubmitted expense claims are processed in real-time the first time they are saved and within ten minutes after the second time they are saved.
