Icon_Expense Management Credit Card

Import credit card transactions directly into Expense Management

  • 34 min.
  • Module
  • 10 Units
  • Expense Management

Do your employees have a company credit card? And are you tired of manually typing them into Business Central from the account statement? Expense Management can solve that for you by connecting to your bank and automatically import all credit card transactions on a daily basis.

Learning objectives

By the end of this module, you will know:

  • Activate bank agreement
  • Link credit cards to expense users
  • Set up payment types
  • Create or link credit card transactions to expenses
  • Set up mapping rules for received transaction data
Start

Prerequisites

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

Introduction
3 min.
Set up general features for bank transactions
2 min.
Configure the payment types that are available to expense users
7 min.
Import credit card transactions directly into Expense Management
4 min.
Set up transaction templates that are compatible with bank transactions
3 min.
Link credit cards to expense users
4 min.
Create expenses from credit card transactions
3 min.
Create mapping rules
4 min.
Check your knowledge
2 min.
Summary
1 min.