Transcription of Commercial Card Expense Reporting: Cardholders ...
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Commercial Card Expense Reporting: Cardholders ...
Commercial card Expense reporting : Cardholders , Reconcilers, Approvers Wholesale Customer Training 2016 Wells Fargo Bank, All rights reserved. For public use. CCER for Cardholders , Reconcilers, Approvers Agenda Getting started (activate your card ). Commercial Electronic Office (CEO ) access CCER home page (all roles). Review Open Statements vs. View Cycle-to-Date Manage Statements Add Descriptions Reclassify, Split (itemize), Dispute transactions Add Out-of-pocket expenses option (OOP). Receipt imaging option Submit/Approve Open Statements CEO Mobile portal overview Post class resources 2. To get started After receiving your card .
Receipt Imaging Print Cover Sheet 27 If your company has the Receipt Imaging option, you will have to image your receipts before you complete your statement review (fax or scan/email PDFs) – Note, you may also upload photos of your receipts using the CEO Mobile service (see the additional topics section of the provided class handout)
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