Explains how to send imported card transaction to an un-submitted claim (or create a new claim)
Bank Card Transaction List
From your list of imported bank card transactions you can click on buttons as highlighted above to either:
- Send selected transactions to an existing claim (selecting from your current open or submitted claims as shown in the screen below). This will copy selected bank card transactions into the selected claim
- Create a new claim with the selected bank card transactions
Whichever approach is adopted - just as when you import card transactions into an open claim - you will need to classify your imported transactions against both an expense type and a customer/project/task, select billable/reimbursable options and sometimes you must also add receipts.
Select Expense Claim to Import Transactions Into
Go to Expense > Unclaimed and here you can see all your bank card transactions, as mentioned above.
- Select the transaction you want to import in an existing claim
- Click on 'Release to Claim'
- It will open a popup, choose the claim in which you want to import transaction and click on confirm button
- Selected bank card transactions are added to the selecte claim, as highlighted in purple.
Create New Expense Claim to Import Transactions Into
To create new expense claim from the unclaimed bank card transaction list follow the instructions as explained shown under 'Bank Card Transaction List'. Based on that when you hit 'Create New Claim' the expense item(s) you had selected is/are added as a new claim as shown above.
Don't forget to save or submit your new claim.