Import company card transactions directly into Expense Management
- 27 Min.
- Modul
- 9 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 company card transactions automatically on a daily basis, cutting out wasted time and reducing errors.
Lernziele
By the end of this module, you’ll be able to:
- Activate the automatic import of daily card transactions
- Configure and set up payment types
- Link company cards to expense users
- Understand how Expense Management automatically matches transactions to expenses
- Set up rules for handling different currency and country codes on transactions
- Automatically assign expense types to transactions
Voraussetzungen
Basic knowledge of how to use and navigate in Business Central.