Access to the statement date for corporate card charges helps admins stay organized and on top of expensing card transactions. With this feature, admins can create reports based on the statement date, bulk-remind users to submit card transactions before the statement cycle ends, and more easily reconcile transactions in accounting.
The statement date can be found in the following places:
- Card Programs screen
- In the expense's details
- Transactions screen
- In expense exports
- In Team Cards exports
Card Programs Page
On the Card Programs screen, admins can add a statement start date to all cards in a card program by clicking Add Statement Start Day.
Expense Details
When opening up the details of an expense in Emburse Spend, admins may view information under the amount that includes the statement date for the expensed transaction.
The statement date will be listed as an individual line item on the relevant expense.
Transactions Screen
Statement Cycle appears as a filter on the Transactions screen, where admins can use it to easily sort through expenses.
Expense Exports
When admins export any report, they will see a column in the resulting CSV titled Statement Date. This column will hold the statement date for each expense in the report.
Team Cards Exports
When admins export card transactions from the Team Cards screen, the resulting CSV will contain a column titled Statement Date that displays the statement date information for each transaction. This information will be included for both expensed and unexpensed transactions.