How to Create and Submit a Card Reconciliation via the Mobile App (Internal)
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- Duration: 5 min
- Publisher: Masterclass Digital Campus / weExpense, Tourvest Travel Services.Â
- This learning engagement includes an explainer video, system walk through video and a PDF manual.
Watch the AI Explainer Video Below
Duration: 2 Minutes / For best viewing experience, maximise the video by clicking on the dual arrow at the bottom right hand corner of the video.
Key Take Home Points
- Navigate to the weExpense widget on the Travelit App either on the main menu or bottom panel
- Select Card Recon to begin the recon process
- Open statements are the ones that need to be reconciled
- The statement will display all transactions. Select the transactions marked Needs Attention to proceed.
Once the new statement line reconciliation opens, complete all the required fields:
- Attach receipt
- Category
- Transaction details
As soon as all fields are completed, select Save
- The Submit Reconciliation will remain greyed out until all transactions have been successfully reconciled.
- Once all transactions have been reconciled, select the Submit reconciliation (in green) to submit for the approval process