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’ll be able to:
- Activate the automatic import of daily transactions
- Configure and set up payment types
- Link credit 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
Prerequisites
Basic knowledge of how to use and navigate in Business Central.