4-7-2 Add and Edit Credit Cards

When you add a credit card, you are adding a credit card as a subaccount of a card issuer account. One issuer account can have multiple credit cards as subaccounts. For example, let’s suppose you have an oil company issuer account and 20 employees. You can add 20 cards to that issuer account, one for each employee.

When you need to reconcile your account, all the credit cards appear in the reconciling grid under the names of the credit cards so that you can understand the charges for each employee.

Adding credit cards

Before you can add credit cards, you must have already established card issuer accounts.

Important! Do not use the entire credit card number on the card. You might consider using the last four digits of the card number to assist in card identification.

  1. Open 4-7-2 Add/Edit Credit Cards.
  2. Click the drop-down arrow with Select Card Issuer Account, and select an account.
  3. Click Add Card.

  4. In the Credit Card Account box, type a number.

    The program increments the credit card numbers by one. If you begin your credit card account numbers with 101, the next credit card for this account is 102.

  5. Type a description.

    For example, you could type the name of the employee who has this card, such as, Dave’s MasterCard.

  6. Click Save.

Editing credit cards

You can edit the Description information for a credit card. However, you cannot change the credit card subaccount number.

  1. Open 4-7-2 Add/Edit Credit Card.
  2. Click the drop-down arrow with Select Card Issuer Account and select an account.
  3. Click Edit Card.
  4. Edit the description.
  5. Click Save.