10/19/2023 0 Comments Abacus expense managementSubmit card transactions for approval by clicking Transactions in your Personal sidebar and clicking on a transaction to add details.Once you've submitted an expense, you can see it's status on the Reimbursable Expenses page. Add the details and click Send to submit! Learn more about submitting Reimbursable Expenses. Submit out-of-pocket expenses for approval by clicking Reimbursable Expenses in your Personal sidebar and clicking New Reimbursable Expense.Familiarize yourself with key tasks in AbacusĪs a member in Abacus, your main tasks will be submitting expenses and transactions for approval. You can update your notification settings by clicking your name in the top right corner, selecting Personal Settings, and then clicking Notification Settings in the sidebar. Many people don't spend time in Abacus every day, so notifications are a helpful way to make sure that you are informed when there's an important update or you need to take action. Stay informed by updating your notification settings You can also forward receipts from any email address using your personal forwarding address found on the Receipts page. If you have receipts emailed to you for business transactions, add to your address book so that you can quickly and easily forward those receipts from any email connected to Abacus to have them uploaded. You can use the Abacus mobile app to capture and store receipt images and you can even submit reimbursable expenses and card transactions for approval from the app.ĭownload the Abacus - Expense Management app on iOS or the Abacus app on Android so that you can submit your expenses quickly and easily on the go! Save the Abacus email address so you can forward receipts Download the Abacus mobile app for expensing on the go If you frequently make business purchases on a personal credit card, you may want to connect your personal credit card in Abacus so that you can easily expense those transactions for reimbursement too. Connect your personal credit card so that you can easily expense business transactionsĪbacus allows administrators to connect a corporate card program to import business transactions paid for by your workplace. If you will be using Abacus to submit out-of-pocket expenses to be reimbursed for, connect your bank account to make sure that you can get paid back! Follow these instructions to connect your personal bank account. Take a tour of Abacus so that you're ready to get started!Ĭonnect your personal bank account so that you can get reimbursed.
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