カード使用状況

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Available in Classic and VPC

In the Card Usage Status menu, you can check the usage history data scraped from credit card companies. You can also check the corporate card usage history and errors that occurred in the linkage process.

Approval History

In the Approval History menu, you can check the history of transactions approved by the credit card company by confirming the usage limits and card validity when a corporate card was used to purchase company goods. The corporate card approval history is displayed by scraping data from the corporate credit card company. Since the batch work is executed in the early morning based on KST, you can check the approval history for the previous day. The history is properly viewed only if the corporate card has not expired and the Card Validity Check result is Normal. Regarding card usage history, only the approvals generated after linkage are collected.

The Approval History screen is laid out as follows.

Download List of Approval History

The following shows how to download the list of approval history as an Excel file.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Approval History menus in order.
3. If necessary, enter the approval history conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of approval history that applies to the entered conditions.
4. Click the [Download] button.
   • The list of approval history is downloaded as an Excel file.

Excluding From Settlement

The following shows how to exclude an unsettled approval history from settlement.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Approval History menus in order.
3. After selecting the approval history to be excluded from settlement, click the [Exclude From Settlement] button.
4. Enter the reason for excluding, and then click the [OK] button.
   • The settlement status of the approval history is changed to Excluded From Settlement. Click to check the reason or click to cancel exclusion.
   • However, approval history excluded from settlement by the expense admin can't be canceled by a general user.

Delegating Settlement

The following shows how to delegate settlement of approval history to another user.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Approval History menus in order.
3. After selecting the approval history to be delegated, click the [Delegate Settlement] button.
4. Select the user to be delegated and enter the reason for delegation.
5. Click the [OK] button.

• The settlement status of the approval history is changed to Settlement Delegated. Click to check the reason or click to cancel delegation.
• However, settlement delegated by the expense admin can't be canceled by a general user.
• The approval history is displayed in the My Board > Manage Expense > Corporate Card Usage History menu of the delegated user. The delegated approval history can be viewed when the user requests corporate card linkage settlement.

Purchase History

In the Purchase History menu, you can check the history of slips purchased by the credit card company from the place of corporate card use after a corporate card transaction takes place. The purchase history is displayed by scraping data from the corporate credit card company. Since the batch work is executed in the early morning based on KST, you can check the purchase history for the previous day. The history is viewed properly only if the corporate card has not expired and the Card Validity Check result is Normal.

The Purchase History screen is laid out as follows.

Download List of Purchase History

The following shows how to download the list of purchase history as an Excel file.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Purchase History menus in order.
3. If necessary, enter the purchase history conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of purchase history that applies to the entered conditions.
4. Click the [Download] button.
   • The list of purchase history is downloaded as an Excel file.

Billing History

In the Billing History menu, you can check the billing history of corporate cards. The billing history is displayed by scraping data from the corporate credit card company. You can check details to be billed on the monthly payment due date on a daily basis. The history is viewed properly only if the corporate card has not expired and the Card Validity Check result is Normal.

The Billing History screen is laid out as follows.

Download List of Billing History

The following shows how to download the list of billing history as an Excel file.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Billing History menus in order.
3. If necessary, enter the billing history conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of billing history that applies to the entered conditions.
4. Click the [Download] button.
   • The list of billing history is downloaded as an Excel file.

Linkage Error Status

In the Linkage Error Status menu, you can view the details of errors that occurred while scraping data from credit card companies. You can also search and view the linkage error status by condition and download the list of linkage errors by employee as an Excel file.

The Linkage Error Status screen is laid out as follows.

Download List of Linkage Errors

The following shows how to download the list of linkage errors as an Excel file.

1. In the WORKPLACE PC Web screen, click the [All Services] > [Expense] button.
2. Click the Card Usage Status > Linkage Error Status menus in order.
3. If necessary, enter the linkage error conditions to be searched in the search window, and then click the [Search] button.
   • You can view the list of linkage errors that apply to the entered conditions.
4. Click the [Download] button.
   • The list of linkage errors is downloaded as an Excel file.

Error Codes and Measures

The following shows the detailed information displayed in the list of linkage errors.