Approve and Post Credit Card Invoices
After every imported row is fully coded, submit for approval (if the card has an approver) or post AP invoices to Vista from the workbench primary action.
Where: Credit Card Reconciliation workbench primary action
Route: /missioncontrol/tools/credit-card-recon/:statementId
Code first — Import and code a credit card statement. Approver is on the card — Set up credit cards and import templates.
Before you post
| Check | Why |
|---|---|
| All rows fully coded | Primary action stays disabled until coding is complete |
| No in-flight saves / splits / rule runs | Wait for coding saves, split saves, deletes, and rule runs to finish |
| Card has Posting Company and Posting Vendor | Invoices post to that AP vendor |
| Valid status for your role | Not already posted; approver-only when waiting for approval |
Review Summary (GL / Job) before you commit.
Primary action labels
| Label | When |
|---|---|
| Submit for Approval | Card has an approver and the statement is still in review |
| Post Invoices | No approver, or you are the assigned approver after submission |
| Recover Posting | ERP posting left a recoverable attempt |
| Retry Posting | ERP post failed |
Path A — no approver
- Confirm coding is complete.
- Click Post Invoices and confirm.
- Statement moves to closed / posted on the card.
Path B — with approver
Preparer: Submit for Approval → confirm. Statement waits for the approver.
Approver (assigned user only): open the statement → Post Invoices → confirm.
Non-approvers see that only the assigned approver can finish posting.
Recover or retry
| Situation | Action |
|---|---|
| Recoverable posting attempt | Recover Posting |
| Post failed | Retry Posting |
| Posting still in progress without recovery handle | Refresh and wait; do not force a second full post |
After posting
- Statement appears under Closed Statements.
- Coding is locked for that statement.
- Open batches created by posting can be reviewed in Batch Management.
- Start the next billing period with a new statement on the card—do not re-edit a posted statement.