iBE Help

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Chapters

Overview of Expenses 4

Expense Receipts 8

Expense Claims or Reports 13

Bank Card Transactions 7

Advanced Topics 7

Message

All new documentation for Osprey Release

Other Resources

Getting Started
Setup & Customization
Time & Attendance
Projects & Tasks
CRM & Sales
HR & Time-off
Mobile Apps
PKSI Help Documentation
CBI Training
Data Agility Guide
FTS Training Guide

iBE Help / Expense Management

Bank Card Transactions

7 Articles

Adding Your Bank Card
Reviewing Imported Card Transactions
Pushing Imported Card Transactions to an Expense Claim
Matching Imported Card Transactions to Receipts
Rules for auto-Determination of Expense Type
Company vs. Personal Bank Cards
How to Remove Bank Card