As Finance you can upload company card statements for other users. The statements and /or transactions will be visible for yourself (finance role) as well as for the designated card holder. Here's how:
1. Ensure that the credit card details are already added to the user profile as a payment method.
2. Act as Finance and Go to Transactions > (+) Add Transaction > Choose Upload statements
3. Upload statement section appears.
4. Drag and Drop the file here/ Click Select files button to upload a scanned or image
of the card statement to match the transactions with their receipts and expenses.
Formats accepted: PDF, JPG, PNG or JPEG
5. Select the name of the user from the drop-down menu.
6. Click Create these statements.
Important!
You can close the page or even log out and the statement will still be read out.
You can only upload one statement at a time per user.
After uploading the file, company owned transactions will be visible in Finance > Transactions page. Personal transactions will only reflect in the owner's view.
You may also upload credit card or lodge card transactions via csv file for users.