Articles
Credit Card Reconciliation (Pro)
Use the reconcile feature to view and mark off all transactions (corporate card payments against bills/receipts) made using the credit card for a given timeframe. Click the Reconcile button to see this information: Reconciliation Period — This dr...
Credit Card Setup (Pro)
To set up credit cards, go to Setup > Accounting > Credit Cards. This page shows the credit cards that have been set up. To add a credit card, click Add Credit Card. To add credit card transactions and reconcile the card, click a credit card...
Credit Card Types
Path: Setup > Accounting > Credit Card Types For companies who have subscribed to electronic payment services, there are four types of credit cards available: Visa, American Express, Master Card, and Discover. Click the toggle button to ON for eac...