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 Credit Card Receipts.

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

   If card issuer accounts and credit cards are set up, the program displays the first Card Issuer Account. 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.

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

4. (Optional) Under Entries that create a paid invoice when saved:

   1. Enter a Vendor.
      

      You can select an existing vendor from the list, or click the Add/View records icon to enter a new vendor.

   2. Enter a Purchase Order#.

   3. Enter a Subcontract#.

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.

9. (Optional) In the Job box, enter the job to which to assign costs.

   You can select an existing job from the list, or click the Add/View records icon to enter a new one.

10. Enter receipt details in the grid:
    1. In the Description column, click a cell and then enter a description.

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

       You are required to enter information under the column titles with an asterisk.

11. Save the record as follows:

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