Register Credit Card Type Details
Explanation
This activity is used to define credit card types and to link individual
credit cards to each type.
Prerequisites
There are no prerequisites.
System Effects
There are no system effects.
Window
Credit Card Type
Related Window Descriptions
Credit Card Type
Procedure
- Open the Credit
Card Type window.
- Create a new record and enter the card type ID and description of the
card type in the relevant fields.
- Select the Reimbursable check box if the employee expenses linked
to this credit card type are required to be reimbursable to the employee.
Note that these expense transactions will be indicated as reimbursable in the
Expense Sheet
window.
- Save the information.
To register the credit cards linked to the card type:
- Create a new record in the table and enter a card ID in the relevant
field. If you leave this field blank, a number will be automatically
generated.
- In the Display Card Name field, enter the credit card number.
Note that only the last four digits will be visible while the remaining
digits will be indicated with an 'x' sign.
- In the Issuer field, specify the authority which issued the
credit card. E.g. Bank name.
- In the Cardholder Name field, specify the cardholder name.
E.g. Name of employee who owns the card.
- Specify the year and month in which the credit card expires separately
using the relevant fields.
- Specify the bank account number linked the credit card in the Account
Number field.
- Save the information.