Initiating a Credit Card Imported Expense Clearing Document

           Only users in the Travel Manager role can initiate a Credit Card Imported Expense Clearing Document.

1.     Select Credit Card Imported Expense Clearing Document from the Travel submenu group in the Lookup and Maintenance submenu on the Main Menu tab.

2.     Log into the KFS as necessary.

3.     The Credit Card Imported Expense Clearing Document will open.

4.     Complete the Document Overview tab, Description.

5.     Click the Look Up / Add Multiple CreditCardStagingData Lines lookup  in the Expenses to Clear tab.

6.     Enter the desired search criteria to search for the expenses you want to include and click .

7.     After the result is returned, select check boxes to make your account selection and click .

The selected expenses are returned to the Expenses to Clear tab.

8.     Click .

More:

Credit Card Staging Data