Mesh plans to merge (GA : TBD) the contents of the 'Card Transactions' page into the 'Expenses' page for users with an Employee profile. This change is intended to streamline expense management activities by consolidating them into a single location.
Moving forward, users with an Employee profile will no longer have access to the 'Card Transactions' page. Instead, the 'Expenses' page will display transactions of Mesh cards and external cards (if applicable), alongside reimbursement requests (e.g., out-of-pocket expenses, mileage, and external cards).
Notes:Â
- Similar to charges of an external card (e.g., Amex), transactions made with a Mesh card will appear as 'non-reimbursable' expenses, as they cannot be claimed for compensation.
- Unlike users with an Employee profile, 'power users' (e.g., those with an Admin profile) will continue to have access to both the 'Transactions' and 'Expenses' pages. While this may appear to be a duplication, it is important to note that the Transactions page displays only Mesh card transactions, whereas the Expenses page presents all expenses, including Mesh card transactions.
- The Card's page (i.e., Cards and Budgets >> Virtual Cards >> Card ID) will continue to display card transactions if you need to generate a card statement report. This page also includes the 'Missing Items' filter and transaction status indicators.
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