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.

Learning objectives

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


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