Import Credit Card Transactions
Explanation
This activity is used to import credit card transactions of employees transferred
from financial institutions and view the details in the
Credit Card Transactions window. In order to use employee credit card
transactions to register expenses, the actual employee credit card transaction
information is required to be transferred to the company from the relevant
bank/financial institution. Note that this information is imported to the system
as an inbound BIZAPI.
Prerequisites
In order to perform this activity:
- Credit card details are required to be
registered for employees in the Employee/Employment/Multi
Field
tab.
- Credit cards are required to be configured in the
Credit Card
Configuration window.
System Effects
There are no system effects.
Window
Credit Card Transactions
Related Window Descriptions
Credit Card Transactions
Procedure
- Import the xml file containing employee's credit card transaction
details. This file is received from the relevant bank/financial institution.
- Open the
Credit Card Transactions window. The imported details will be listed
in this window.
- Populate or search to view the required details.