Before Corporate card transactions are loaded into Webexpenses, the merchant categories that are seen as a description on the bank statement, must be mapped to your Webexpenses equivalent. Card transactions will then pre-populate with the correct category, on the claimants Pending Credit Card tab.
- Now click Credit Card
- Select the Map Merchant Category tab
- Ensure that the correct Credit Card type is selected e.g. Mastercard, Visa etc.
- Now select the Webexpenses category that is equivalent or nearest equivalent to the Merchant category from the category list
- Repeat this action until all Merchant categories are mapped
- Click Save to keep your changes.