Hi @Sharon_W ,
Creating expense report with credit card transaction is same as you create any other expense report. Once credit card transactions get available under Available Expenses section, you can move those transactions to your expense report, fill in the required field and save. If credit card currency is different then system will automatically convert it into reimbursement currency.
Below is the similar article, adding it for your reference purpose.
If this answers your query, then please mark solution as accepted.
Hi @Sharon_W ,
Once you move credit card transaction to expense report most of the information such as transaction date, vendor name, amount, currency such fields get auto populated and will be read only mode. You need to fill in remaining required fields and then save expense entry.
In case if credit card transaction currency is other than reimbursement currency then system will auto convert transaction currency into reimbursement currency. This is how it works.
Attaching sample screenshot for your further reference.
If you are getting any specific error, then you can provide here. If there is no error, then I think you can add remaining expense entries in report if there are any and can submit expense report.
Hi @Sharon_W ,
I am assuming that you know how to build reports in Cognos Intelligence:
Follow below folder navigation:
- Under Expense folder >> Expense Reports >> Report Header Information >> Amount (Reimbursement Currency)
- Under Expense folder >> Expense Reports >> Credit Card >> Credit Card Transactions >> Amounts
You can drag and drop the required fields as per your requirement in your report and run the report.
If this answers your query, then please mark the solution as accepted.
