Forms Used for the Credit Card Interface
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Edit Credit Card Expense |
W09E150D |
Daily Processing menu (G09E10), Credit Card Expenses On Review Credit Card Expenses, select an expense. |
Update the transaction status and assign the expense category. |
Find Matching Expense Entry Record |
W09E150B |
On Edit Credit Card Expense, click Save, and then, for the message, click OK. |
Match the credit card transaction to an existing expense report. Note: The system displays the form only when you change the transaction status to Applied to Expense Report. |
Edit Expense Report Information |
W09E2011F |
Daily Processing, Expense Entry On View Expense Report Information, click Add New Report. |
Apply credit card expenses to the expense report. |
Select Credit Card Expenses |
W09E150C |
On Edit Expense Report Information, complete the header fields and click Get CC Expense. |
Select credit card expenses to apply to the expense report. |