Import Credit Card Transactions

Explanation

This activity is used to import credit card transactions of employees transferred from financial institutions and view the details in the Credit Card Transactions window. In order to use employee credit card transactions to register expenses, the actual employee credit card transaction information is required to be transferred to the company from the relevant bank/financial institution. Note that this information is imported to the system as an inbound BIZAPI.

Prerequisites

In order to perform this activity:

• Credit card details are required to be registered for employees in the Employee/Employment/Multi Field tab.
• Credit cards are required to be configured in the Credit Card Configuration window.

System Effects

There are no system effects.

Window

Credit Card Transactions

Related Window Descriptions

Credit Card Transactions

Procedure

1. Import the xml file containing employee's credit card transaction details. This file is received from the relevant bank/financial institution.
2. Open the Credit Card Transactions window. The imported details will be listed in this window.
3. Populate or search to view the required details.