Is your expense report sitting in draft mode? 

A reminder to always check if your expense report has been submitted to ensure credit card transactions are in progress. Note that transactions on draft expense reports will not appear in the list of transactions available to add to expense reports. 

To find transactions on draft expense reports, please use the “Find My Credit Card Transactions” report in Workday, which includes the following information:

• Expense report number
  • Expense report approval status (draft, in progress or approved)
  • Current approval step and approver for expense reports in progress
• Merchant name
• Original currency and CAD billing amount

To see unreconciled transactions, add the following prompts in the “Transaction Status” filter:

• New
• Prepaid
• Pending

Once you have identified the expense report, please complete and submit it to progress the transaction. For instructions, see How to view, cancel or change an Expense Report in the Workday Knowledge Base.