Import credit card transactions directly into Expense Management
- 32 Min.
- Modul
- 10 Einheiten
- 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.
Lernziele
By the end of this module, you will know:
- How to activate automatic import of daily transactions
- How to set up payment types
- How to link credit cards to expense users
- How Expense Management automatically matches transactions to expenses
- How to set up rules for handling different currency and country codes on transactions
- How to automatically assign expense types to transactions
Voraussetzungen
Basic knowledge of how to use and navigate in Business Central.