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Use this form to define relations between the categories used on credit card transactions and the categories that you have defined in Microsoft Dynamics AX. The defined relations will be automatically applied during import.

Tasks that use this form

Add credit card transactions to an expense report in Enterprise Portal.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

View credit card categories.

View information about the selected credit card category.

Fields

Field

Description

Enter the type of credit card. Make sure the type matches the card type used during the import.

Enter the category code on the imported transaction for the credit card.

Enter a brief description of the credit card category.

Select the expense category for the credit card. This category should correspond to the category code field in relation with the card type.

See Also