Reconcile your company card directly in the app

If you have a company card, you can now reconcile your credit card transactions directly in the new app for Flex HRM. You see which purchases are waiting, choose how to handle each one and create the expense in a few seconds. You no longer need to wait until you are at your computer to keep your card purchases in order.

What needs to be in place

The feature is part of HRM Travel & Expense and applies to the new app for Flex HRM. To use it, you need a company card, and your company needs to import the transactions from the card provider into Flex HRM. If this is already set up at your company, your transactions appear in the app automatically.

Your card purchases at the top of the Overview

At the top of the Overview you will find the Company card tile. It shows straight away how many purchases you have left to process, for example "19 purchases to process".

When you tap the tile, Credit card transactions opens: a list of your purchases with date, merchant and amount. At the top there are three filters:

• Non-reconciled shows purchases you have not handled yet.
• Reconciled shows purchases you have already reconciled.
• Private purchases shows purchases you have marked as private.

Choose how to reconcile the purchase

Tap the transaction you want to reconcile. You then get three options:

• Reconcile automatically: the app creates an expense on the expense code your company has set for that type of purchase. Below the option you see which type of expense it will be. The option is available if your company uses MCC codes, the codes the card provider assigns to describe the type of merchant where the purchase was made.
• Reconcile against expense code: you choose the expense code yourself from the list.
• Reconcile as private purchase: use this option if you have bought something private with the card.

How private purchases work

Private purchases work the same way in the app as on the web, and depend on who is responsible for paying the card invoice:

• If the company is responsible for payment, the private purchase becomes a deduction.
• If you are responsible for payment yourself, the transaction is marked as private and you receive no reimbursement for the purchase.

Check and save the expense

Once the expense has been created, you see it with the details from the transaction already filled in. Check the content, add anything that is missing and save. The credit card transaction is then marked as reconciled.

Less follow-up work at the end of the month

With card reconciliation in the app, you can take care of your card purchases while you still remember what they were for, wherever you are. There are fewer purchases to hunt down receipts for afterwards, and your approving manager gets complete documentation faster.