This article will help you set up and get started using ExpenseWatch.com’s Personal Credit Card integration. The Personal Credit Card integration will allow you to connect your ExpenseWatch.com user account with your personal credit card accounts allowing for an automatic feed of your credit card activity into ExpenseWatch.com. This will increase the efficiency of creating line items on the expense report. An unlimited number of credit cards accounts can be created per user.
Please Note: The Personal Credit Card feature must be enabled by your Company's ExpenseWatch Administrator before you can link your card.
Step1: Under the Tasks section, click the Edit My User Account.
Step 2: Select your Bank Name from the drop-down menu list of banks provided.
Step 3: Fill in the card information fields.
- Card Name: Enter the Card Name as you would like it to appear within ExpenseWatch. This is a free form text field and does not have to match exactly to our card name with the bank. This is simply used to identify the credit card within ExpenseWatch.
- Card Number: Enter the full card number only. No dashes or spaces.
- User ID: Enter the User ID that is used to sign into your credit card account online.
- Password: Enter the password that is used to sign into your credit card account online.
Please Note: Depending upon your Bank, the UserID and Password used to login to the website may not be the same as the User ID and Password used to receive the credit card charge download. In most cases, it is the same but your bank may provide a different set of credentials. You may need to verify this with the bank if you are having issues importing the charges.
Step 4: Click Add.
Please Note: A nightly process will run which will automatically import the credit card charges with any new charges that had not been imported to ExpenseWatch. The three most recent monthly statement periods' worth of data will be imported into your ExpenseWatch account.
Step 5: Once the card has been added if there is a need to edit the card information, click the Edit icon.
Step 6: Update the fields and click Update.
Step 7: To delete the personal card, click the Delete icon.
Step 8: Once the card is added and charges are imported, you can view the list of imported charges in the Charges and Itinerary Items section of the Expense Reports page.
Step 9: To force a manual update on the new charges, click Refresh Items.
The following message will appear as the charges are being imported.
Once the import is complete the following message will appear. Click Continue.
Step 10: Credit Card Charges can be sorted by clicking on the column headers Credit Card, Date, Vendor, or Amount. Credit Card Charges can be deleted by placing a checkmark next to the charge and then clicking Delete. A larger view of the credit card charges can be seen by clicking and dragging the drop-down arrow.
Step 11: To add credit card charges to the expense report, a single charge can be added using the drag and drop method.
Simply click on the charge and drag the charge down to the Expense Report Details section. After the credit card charge is dropped into the Expense Report Details section the line item will automatically open up in Edit mode.
Step 12: To add multiple charges to the expense report, select the charges that should be added to the expense report, and then click Add to Report.
Step 13: After the charges have been added to the expense report, click the Edit icon to add the remaining expense line item information.
Please Note: If a line item is on your expense report and it was created as a result of one of our mobile applications the credit card charge can be merged with that line item by using the Drag and Drop method described above by dropping the charge on top of the line item. The receipt date, vendor, and amount will be overridden by the information on the credit card charge.