Need to Query Not-Yet-Submitted Imported Credit Card Charges

DaveCWS Expensify Customer Posts: 13 Expensify Newcomer

How can I query the imported credit card charges that have not been submitted on a report yet? TIA-

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited July 2020 Answer ✓

    Hi @DaveCWS - thanks for posting.

    Are you referring to expenses on your company cards that belong to other employees?

    If so there are two easy ways to do this.

    First, head to the Settings > Domains > [Domain Name] > Company Cards page of your account, and click the Reconciliation tab. Enter the date range you want to view in the Reconciliation Dashboard and run it.

    You can click on the populated totals to automatically filter your Expenses page to display those expenses. (below)

    The second option is to head directly to your Expenses page and adjust the filters there to view Other Submitters expenses on a specific card or all cards within the date range you prefer. The filters on the Expenses page are quite useful.

    I hope this helps! Check out this help doc for more on this.