Connection Card Pro Help & Documentation

Submitted Expense Report Requests

Our Credit Card Expense Report and Reimbursement Requests features are Add-Ons that are included with Connection Card Pro’s Budgets Add-On feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

When you have the Budget Add-on with Credit Card Expense Reports and Reimbursement Requests features, individuals can submit credit card expense reports or reimbursement requests using Connection Card Pro. On this page you can view these expense reports or reimbursement requests and approve or decline any outstanding reports or requests. Having these expense reports linked to individuals in your database and the appropriate credit card and expense accounts records these transactions in the individual’s record and your ledger for you, making your job easier!

On this page is where you will find all submitted expense reports.

To View Submitted Expense Reports

From the menu:
Accounting > Reimbursements

• Click on View to view all outstanding expense reports requests.
• Click View on an individual to approve, decline or modify the request.
• Click on View History to see all previous Expense Report requests that have been approved or denied with a total amount of all requests and total amount of approved requests.