Link credit cards to expense users

The first-time transactions are imported into Expense Management you can see them in the Unhandled Bank Transaction Inbox Cue. The next step is to link the credit card to an Expense user. To link a credit card to an expense user, follow these steps:

Scenario

Ester can already see some transactions coming into continia expense management and needs to ensure they can be processed by assigning to a user. Let's see how she does this.

1. Select the Unhandled Bank Transaction Inbox Cue
2. Select the line the card that you want to link to an expense user.
3. Click on Home > Assign card to User.
4. Select the expense user that owns the Card and confirm with OK.
5. Lastly, choose which Payment Type to link to the credit card.