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Use this form to view credit card transactions that have been imported.

Navigating the form

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

Filters

Filter

Description

Select this check box to show only the transactions that are open or have been transferred.

Tabs

Tab

Description

View all transactions that have been imported.

View the individual credit card details of a selected credit card transaction.

View the posting status of a selected credit card transaction.

Fields

Field

Description

View the date that the transaction was entered.

View the employee responsible for creating the transaction.

View the expense category related to the transaction.

View the payment method of the transaction.

View the card type that was used in the transaction.

View the expense category code provided by the credit card provider.

View the description of the credit card category provided by the credit card provider.

View the name of the person whose name is embossed on the credit card.

View the company name where the imported credit card transaction was charged.

View the city where the imported credit card was charged.

View the country/region where the imported credit card was charged.

View whether the transaction has been transferred to the ledger journal.

View the amount of the transaction.

View the amount in the original currency.

View the local currency where the credit card transaction occurred.