Setting Up Credit Card Information

Access the Credit Card Revisions form.

Credit Card Number

Enter an account number issued by the credit card company to the cardholder. This number appears on the credit card.

Credit Card Type

Enter a UDC (09E/PM) that indicates how an employee paid an expense, such as the name of the credit card (for example, VISA, Mastercard, American Express, Discovery, and so on) cash, or personal check.

Credit Card AB# (credit card address book number)

Enter the address book number of the credit card company. You must set up and address book record for each credit card company that you reimburse directly.

Credit Card Currency

Specify the currency in which the credit card company is reimbursed.