Overview
The Credit Card Reconciliation applet is used to reconcile company credit card charges that have been entered via Expense Sheets (and Imported to the E/R Journal) and have been marked as Credit Card.
Key Concepts
| • | Double-click on a contact inside the grid to bring up the "Contact Detail" pop-up. Data can be viewed or changed, depending on the user’s permissions. |
| • | Within the "Contact Detail" pop-up, there are multiple tabs that show specific data about the contact, such as name or main phone. |
| • | Only contacts and employees can be added from this form. |
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | Edit - Additional Edit options |
| o | Clearing Account - Allows you to change the Credit Card Clearing G/L Account that is used. |
| • | Credit Card Reconciliation Report - Runs the Credit Card Reconciliation Report. More on the Credit Card Reconciliation Report |
References
Please browse to the following Video to see the Credit Card Reconciliation at work.
