Expense - Imported

The Expense Imported Search / List screens are available to Expense users in order to view or manage imported credit card transactions.  This menu option will only be available if the Enable Credit Card Functionality (unasense.creditcards.enable) property has been enabled.

Administrators are responsible for importing company credit card details into a central repository.   This screen provides each user with a view into that repository, however, they can only see their own transactions (which include any transactions having a credit card number that matches the card number stored in their Person Profile >> Credit Card screen).   Administrators have their own version of this screen, accessible via Admin >> Imported Expenses, which provides them with visibility to all imported expense transactions.

Note that the actual card number is encrypted as it is stored in the database and thus cannot be seen by any users (other than the user keying it in during initial entry).

Topics covered on this help page include:

• Searching for Imported Credit Card Transactions   (to refine the list of transaction)

• Listing Credit Card Transactions   (provides access to view or remove imported entries)

You may also be interested in:

• Importing Credit Card Transactions
• Transferring Imported Expenses  (Expense users can copy select transactions onto an expense report)
• Credit Card Details Report             (Administrator report for viewing imported credit card transactions)
• Admin >> Imported Expenses       (Administrators can view a list of all imported credit card transactions)
• Working with Expense Reports
• Import Person Credit Card Number     (Import to associated credit card numbers with user --- not credit card transactions)

Searching for Imported Credit Card Transactions

Using the Expense Imported >> Search / List screen, you can choose to either display a complete list of all imported transactions, or you can supply selection criteria on the Search tab to narrow down the results, and then click on the List tab to display the filtered list.  

An example Search / List screen follows:

Field Descriptions (click on a link below for additional information):

Listing Imported Credit Card Transactions

The filtered (or complete) list of imported credit card transactions will resemble the following example:

Field Descriptions (click on a link below for additional information):

Whether the delete icon is available on this list can be controlled via the Allow Users to Delete Imported Transactions (unasense.creditcards.allow_imported_item_delete.user) property.