How to Add a Cost Center via System Settings
- Duration: 4 Minutes
- Publisher: Tourvest Travel Services Learning & Development.
- Ensure to watch the full video below.
- Note: Updates to manuals occur as needed to align with significant system advancements.
Important: It's essential to understand that while the live system undergoes aesthetic and functional enhancements, the core process/steps remain unchanged.
Watch the AI Explainer Video Below
How to Add a Cost Center via System Settings / Duration: 2 Minutes
Key Take Home Points
Select the weExpense Widget on the Travelit landing page.
Click on the card recon button under the Create new claim field.
Click on Create New Statement.
On the Card Unallocated Transaction List, create statement by selecting the checkbox for the transactions intended to be on statement and then clicking on Add to new Statement.
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In the Card Statement Summary page, select the reconcile button to take you within the statement.
Reconcile transactions by selecting anywhere within transaction line to open up the statement line reconciliation screen.
In the statement screen, once all transactions are allocated, you may submit reconciliation for approval.