Icon_Expense Management Credit Card

Import credit card transactions directly into Expense Management

  • 32 min.
  • Module
  • 10 Units
  • Expense Management

Do your expense users have company credit cards? Manually entering transactions into Business Central from the account statements can take a lot of time and introduce of possibility of errors. Expense Management can import credit card transactions automatically on a daily basis, cutting out wasted time and reducing errors.

Start

Prerequisites

Basic knowledge of how to use and navigate in Business Central.

Introduction
3 min.
Set up general features for bank transactions
2 min.
Payment types for credit card expenses
5 min.
Import credit card transactions directly into Expense Management
4 min.
Set up transaction templates that are compatible with bank transactions
3 min.
Link credit cards to expense users
2 min.
Create expenses from credit card transactions
4 min.
Create mapping rules
5 min.
Check your knowledge
2 min.
Summary
1 min.