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Administrator Guide
Last Updated: 2024-08-09
Steps: Configure Alerts for Central Travel Card Transactions

Steps: Configure Alerts for Central Travel Card Transactions

  • Set up central travel cards and import central travel card transactions.
  • Configure the Custodian role and security policy group.
You can configure alerts to notify Custodians of unassigned central travel card transactions, enabling them to assign transactions to the correct expense payee for expense inclusion.
  1. Create Custom Reports.
    Create a custom report to find central travel card transactions using the
    Count of Unassigned Central Card Transactions
     report field.
  2. Configure and View Alerts.
    Using the custom report, create alerts for Custodians to notify them of new central travel card transactions not associated with an expense payee.
    As you complete the task, select:
    • Assign Central Travel Card Transactions
       as the
      Included task
      .
    • Custodian
       as the recipient
      Group
      .
Custodians can directly access all unassigned transactions in their organization in My Tasks.