About Company cards - how to do 1-2-3
Step 1 - Create expense - see instructions here. Opens new window.
Step 2 - Match expense with transaction (either app or web).
Step 3 - Send for approval - see instructions here. Opens new window.
This is how it works
When you have an expense in connection with work from a company card, the system needs an expense and a transaction, which must finally be matched with each other.
You can either create the expense immediately and match later. Or you can choose to wait for the transaction to enter your account and then through the transaction you can provide the expense details through the transaction. This of course requires that you always have your receipt available.
All expenses that are created end up in your Mileage Book book, respectively as an outlay or as a company card transaction. The book is thus filled with expenses of the two kinds, together with any driving you may have. And finally, when you have registered for a period (typically one month at a time), you submit the period for approval in a consolidated account.
Match expense with transaction via Kørebog app
Create an expense in the Mileage Book where the expense was paid with a Mastercard (company card)
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1. Tap Unprocessed to see a list of Mastercard (company card) transactions. |
2. Find the transaction that matches the expense incurred. |
| 3. You can now either tap on the Camera or Paperclip icon to add the expense to the selected transaction. | |
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Camera: |
Paper clip: |
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4. Finish with Save |
5. Expense and transactions are now linked together. If you want to add a split, tap the icon. Finish with OK and the split of your transaction is now complete.
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Match outlays with company cards via the web
Navigate to Company card > Transactions in the side menu.
| If the expense has already been created: | If the expense has not been created: |
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4. Submit the matched transactions for approval
See this guide for how to send to approval.
5. Worth knowing - Problems with dispatch
If you are greeted with the message:
There are company cards that are not matched with a Mastercard transaction.
This may indicate that an expense has been created that does not match a transaction on the company card. You must therefore find this "extra" payment and delete it in the system. You can then send to outlay for approval as usual.