In Abacus, Admins can get a high level overview of corporate credit card spend in their organization in real time and ensure that all appropriate expenses are processed for reconciliation. In some cases, you may want to Skip transactions that are not necessary to reconcile. Skipping a transaction will remove them from the user's expense lists in Abacus so that they cannot be expensed. This might apply for instances such as statement payments, which are large negative balances.
This article shows Admins how to skip a singular transaction, how to bulk-skip transactions, and how to "unskip" skipped transactions.
Skip Corporate Card Transactions
Step 1: On your Abacus homepage, click the Team Cards tab on the left under Admin.
Step 2: Next, find the card you'd like to see and click the Unsubmitted transaction count. This will display the transactions from that card that have not yet been expensed in Abacus.
Step 3: Click on the three dots next to the transaction that you would like to skip.
Step 4: Select Skip.
Once you click Skip, the expense item will be removed from the member's list of Transactions and will not be able to be expensed. You can unskip transactions following the steps below.
Bulk-Skip Corporate Transactions
Step 1: On your Abacus homepage, click Company Settings icon.
Step 2: Click on Card Programs in the menu on the left.
Step 3: Click Manage Cards.
Step 4: Click Bulk Skip.
Step 5: Select a date through which to skip all transactions and select which cards to skip transactions for. Scroll down to click Save.
Step 6: Click Apply.
Once you click Apply, the expense items for the selected cards up until the date selected will be removed from the members' lists of Transactions and will not be able to be expensed. You can unskip transactions following the steps below.
Unskip Corporate Transactions
Step 1: On your Abacus homepage, click Transactions.
Step 2: Next, click on the Pending Submission tab
Step 3: Click the Transaction Status drop-down menu and select Skipped.
Step 4: Locate the skipped transaction, click the three dots to expand the menu and then click Unskip.
Please note that you can only unskip one transaction at a time.
Once you completed these steps, the unskipped transaction should then reappear in the member's Transactions Tab under Pending Submissions Tab.