Reference: Financials Cards

Add Credit Card Transactions to Expense Report

Enables you to add open credit card transactions to expense reports.

Feature	Description
Security	Manage: Expense Report for Pre-Hire Process: Expense Report - Core Self Service: Expense Report
Tasks and Reports	Create Expense Report My Expense Reports
Section	Timely Suggestions
Display Time	When you haven't added your credit card transactions to an expense report.
Edit Capability	None

Expenses Hub (Desktop)

Redirects you to the

Expenses Hub

, which you can use to access tasks and reports to manage your expenses.

Feature	Description
Security	Self-Service: Credit Card in the Common Financial Management functional area. In the Expenses functional area: Self-Service: Expense Report Self-Service: Receivable Repayments Self-Service: Spend Authorization Self-Service: Travel Booking
Section	Awaiting Your Action
Display Time	When you have any of these expense types: Cash advances with outstanding balances. Credit card transactions, quick expenses, and travel booking records that you haven't yet expensed. Expense reports and spend authorizations that you've yet to submit, including any sent back by reviewers and approvers. Expense reports with negative balances.
Edit Capability	None

Expenses - Expenses That Need Attention (Mobile)

Redirects you to the Expenses mobile page, from which you can add credit card transactions, quick expenses, and travel booking records to expense reports. From the Expenses mobile page, you can also submit in-draft and sent-back expense reports.

	Description
Security	Self-Service: Credit Card Self-Service: Expense Report Self-Service: Travel Booking
Section	Timely Suggestions
Display Time	When you have: Expense reports to submit. Credit card transactions, quick expenses, and travel booking records that you haven't yet expensed.
Edit Capability	None

From the Expenses mobile page, you can also submit in-draft and sent-back expense reports.

Expenses - Cash Advance Balance Owed (Mobile)

Reminds you that you have an outstanding cash advance balance to repay.

Feature	Description
Security	Self-Service: Spend Authorization
Section	Timely Suggestions
Display Time	When you've 1 or more cash advances with outstanding balances that you need to repay.
Edit Capability	None

Expenses - Expense Balance Owed (Mobile)

Reminds you that you have 1 or more negative-balance expense reports to repay.

Feature	Description
Security	Self-Service: Receivable Payments
Section	Timely Suggestions
Display Time	When you've a negative-balance expense report that you need to repay.
Edit Capability	None

Expenses - Spend Authorizations to Submit (Mobile)

Reminds you that you need to submit 1 or more spend authorizations.

Feature	Description
Security	Self-Service: Spend Authorization
Section	Timely Suggestions
Display Time	When you have spend authorization that: You need to submit. Reviewers or approvers have sent back to you.
Edit Capability	None

View Requisition Cart

Reminds you that you have an incomplete requisition order.

Feature	Description
Security	Process: Requisition - Create/Edit Self-Service: Requisition
Tasks and Reports	View Cart
Section	Timely Suggestions
Display Time	When you have an item in your cart.
Edit Capability	None