Chrome River reminders

Now is a good time to clean-up your Chrome River eWallet. When utilizing the email functionality to forward receipts/documentation to your profile, Chrome River will do its best to match the documentation to a credit card transaction. However, if it doesn’t find a match, it will create a new (often duplicate) out-of-pocket expense it expects to be reconciled. It is a best practice to periodically review your eWallet (sections All, Out-of-Pocket Expenses, Receipt Gallery) to remove any duplicates and/or documents that are no longer needed so you have a clear listing of actual pending transactions.

While in the eWallet, make sure to review the Expense Type (icon in the header) that has been assigned to your transactions to ensure it is appropriate for the expense. It is easiest to review/modify the Expense Type while transactions are still in the eWallet (before adding them to an expense report). A job aid outlining all Expense Types is available in the job aids. Hint: watch out for bundled expenses which require a specific bundle Expense Type to be used.