Entering credit card receipts

If you already have card issuer accounts and credit cards set up, the window opens with the first Card Issuer Account in view.

You can click the drop-down arrow to select a different Card Issuer Account from the list, or you can click the Add/View records icon to enter a new Card Issuer Account or a new Credit Card.

When working with the Vendor and Job boxes, you can select one from a list, or you can click the Add/View records icon to enter a new Vendor or Job.

To enter credit card receipts:

1. Open 4-7-3 Enter Credit Card Receipts.

2. In the Card Issuer Account box, select a card issuer account.

3. In the Credit Card box, select a credit card.

4. (Optional) Under Entering a vendor creates a paid invoice when saved, enter a Vendor, if required.
   

5. In the Payee box, enter the payee/merchant name.

6. In the Description box, enter a description.

7. In the Trans# box, enter the credit card transaction number.

8. In the Invoice Date box, accept the default transaction date or enter a different transaction date.

   Note: In the grid, you are required to enter information under the column titles with an asterisk.

9. In the Description column, click a cell and enter a description.

10. Press the Enter key to move through the grid, and accept or type information in each cell, as required.

11. Do one of the following:

    • If a job and vendor have been entered, click the Automatically job cost while saving the current record icon.
    • If you are not job costing automatically, click File > Save.