Credit card transactions

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  2. Finance employee
  3. Expenses and credit cards
  4. Credit card transactions

Have you added the credit cards and uploaded a CSV of the credit card transactions? Then you have access to the overview of the credit card transactions.

  1. Navigate to 'Finance employee' from the User Home.
  2. Click on 'Credit Cards' and 'Credit Card Transactions' in the left sidebar:
  3. Here you will see the overview of all credit card transactions, along with the status of each transaction:
    Not released
    Released
    Completed
  4. Click on a transaction overview to see the details:
  5. At this moment, the credit card transactions are not released
    1. However, the credit card holder can already start adding their supporting documents
    2. It's not yet a booking in the accounting software
  6. You release the credit card transactions once all transactions from the period, for which you also receive the credit card company's invoice, are present.
    This ensures that the credit card transactions in the period align with the credit card company's collection.
  7. n this overview, you can see exactly which transactions already have a declaration match and which do not.