Adding PCard and Travel Expenses to the Same Report


These instructions show how to combine a PCard transaction and non-PCard transactions on the same report. For example, if you take a trip, you may charge your hotel to your PCard and pay for meals using your own funds.  When you submit these expenses in MyExpenses, you can combine them on on one report.



  1. Access MyExpenses.

  2. Click the New button in the right panel by your name and then choose New Expense Report.

  3. A blank report page opens. Complete all white fields. The Report Type will be Travel, not PCard Reconciliation Only.

  4. After completing the required fields, click Save in the upper right corner.

  5. The E-Wallet and a grid of expense types appear. When PCard expenses have been downloaded from the bank, a green dot will be left of PCard in the E-Wallet. Click PCard to see the expenses downloaded from the bank.

  6. Check the box to the right of the expense you will be submitting.

  7. Click Add.

  8. Enter details about the expense in the Notes section.

  9. Enter the account paying for the purchase in the Accounting Codes region.

  10. Click Add Attachments.

  11. Click From Receipt Gallery if you have emailed your receipt to Click Upload Attachments if the PDF of your receipt is located on your computer.

  12. Click Save.

  13. To add an expense to the report that was not charged with a PCard, click Create New.

  14. Choose a category and, if necessary, a sub-category.

  15. Complete all necessary fields.

  16. Accounting fields will auto-populate from the first expense. Change these if necessary.

  17. Click Save.

  18. Click Submit.

  19. Click Submit.


Article ID: 47496
Wed 1/31/18 3:53 PM
Thu 10/10/19 2:23 PM