U.S. Bank Credit Card Expenses
This is a quick reference guide for Credit Card Expenses.
Web: https://app.spend.usbank.com/
Mobile: U.S. Bank Spend Management (published by "U.S. Bancorp")
1) Log in as an "Employee" not account owner
Refer to the welcome email from U.S. Bank to sign in the first time. If you did not receive an email, let Ingram know and I can reissue an invite.
2) Use the hamburger menu to navigate to "Transactions"
Then select the transaction you intend to reconcile.
3) Add the Receipt, appropriate Tag, and applicable Note.
The "Accounting" section is only available to admins and will have to be completed by Ingram.
Please leave enough detail in the Notes that I can select the correct Ledger account, Class & Location.
4) Have your transactions categorized within one week of the purchase.
Transactions will typically appear in the app in 1-2 business days. These items are being imported into NetSuite. The batch will error if any transaction is missing a Ledger, Class, or Location. Don't be the reason it fails.