How to Submit Card Transactions for Approval
As purchases are made using corporate cards connected to Abacus, a feed of transactions will start to appear under the Needs Attention section of your personal Dashboard, as well as on the Transactions page. Once they are posted (typically within 1-3 business days), transactions will need to be reviewed and submitted.
You can submit card transactions:
- From your Dashboard on the website
- From the Transactions page on the website
- From the iOS App
- From the Android App
If you need reimbursement for an out-of-pocket business expense, you can submit it as a reimbursable expense in Abacus.
Submit Card Transactions from your Dashboard
1. Locate your card transaction in the Needs Attention section of your Personal dashboard.
2. To attach a receipt, click upload select an image from your computer or click Browse Receipts to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)
3. Click Add Details to add expense fields right from this window or click Expand to open the expense submission window. Fill in the required fields in order to add context to your expense.
4. Follow these instructions to itemize the expense, add flight details or attendees, or indicate that it is billable.
5. Once all information has been reviewed and added, click Submit.
The transaction will be sent to your Manager for approval and will appear on the completed tab of the Transactions page once approved.
Submit Card Transactions from the Transactions Page
On the Transactions page, posted transactions need to be reviewed before they can be submitted.
Please Note: Transactions that are not yet posted appear as Queued in the Pending Submission tab, and cannot be submitted. You can add details following the steps below and click Queue instead of Send, which will ensure that the transaction automatically submits once it is posted.
1. Click Transactions in your Personal sidebar to access the Transactions page.
2. Click the more actions menu and select Edit.
3. Fill in the required fields in order to add context to your expense.
4. Follow these instructions to itemize the expense, add flight details or attendees, or indicate that it is billable.
5. To attach a receipt, click upload select an image from your computer or click Browse Receipts to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)
6. Once all warnings are resolved, click Submit.
The transaction will be sent to your Manager for approval and will appear on the completed tab of the Transactions page once approved.
Submit Card Transactions from the iOS App
To submit Card Transactions using the iPhone app:
1. Click the menu in the top left corner of the home screen.
2. Click Transactions.
3. This will take you to your list of connected card transactions. To expense a transactions, just tap it, add details, and click Send.
Submit Card Transactions from the Android App
To submit Card Transactions using the Android app:
1. Click the add + button.
2. Click Expense Card Transaction.
3. This will take you to your list of connected card transactions. To expense a transactions, just tap it, add details, and click Send.