Initiating a Credit Card Imported Expense Clearing Document

1. Select Credit Card Imported Expense Clearing Document.

2. Log into the Kuali Financials 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 Credit Card Staging Data Lines lookup iconin the Expenses to Clear tab.

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

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

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

9. Click the Submit button.