View statements

To view your current account statement, click the appropriate link in the left hand menu. This may be Requisition, Travel Expenses or Expense Report, for example.

Note: Travel Expenses will display in the menu only if you have one or more card accounts assigned to you.

For card statements, the name of the card issuer will be shown as a heading and under the heading will be a list of the prior six month statement period dates. Any statement periods where some action is required by you appear in red text.

If you have more than one account, the order of the account statements on the left-hand menu, and which current statement will open as the default, is determined by your organization's setup. Your transactions may also be loaded in different ways. All transactions for the statement period just ended will display on the statement, or the transactions will be added as they are posted and the statement will build through the course of the period.

Note: You can change the information displayed and the order transactions are listed, by customizing your view.

Requisitions

If your organization is using requisitions, Travel Request & Expenses (this label may be different) will display in your Account Statement menu. If you click this menu item, the statement displays some or all of the following summary tables:

• Travel Request Summary
• Expense Report Summary

If your organization has a certain implementer-level option enabled, you might also view:

• an Expense Reports main menu item that gives you direct access to only expense reports.
• a Travel Request main menu item that gives you direct access to only requisitions.