Set Up the Credit Card Feature

You enable the feature on the Accounting Company Settings form, then set up credit card accounts on the Credit Cards form.

Prerequisites: Before you can turn on the Credit Card feature, you must select the Allow Company Paid Expenses check box on the Options tab in Settings > Expense in the browser application.

To turn on and set up the Credit Card feature:

1. From the desktop application Navigation menu, click Settings > Accounting > Company.
2. On the General tab of the Accounting Company Settings form, select the Enable use of Credit Cards check box and click Save.
3. From the Navigation menu, click Settings > Advanced Accounting > Credit Cards.
4. On the toolbar of the Credit Cards form, click New > New Primary Credit Card.
5. On the General tab, set up and enter basic information for a primary credit card that your company uses.
6. In the Secondary Credit Cards grid on the General tab, add one or more secondary credit cards that are associated with the primary credit card. For each secondary credit card, you enter the employee or employees who are authorized to use it.
7. If you will be importing credit card charges into DPS, open the Import tab and enter settings for the import file. You enter formatting information for the file and select which fields to include in the file and their order within the file.
8. Click Save.
9. Repeat steps 4─9 in Credit Card Configuration to set up each primary credit card that your company uses.

Click the ellipsis icon in the Expense Report Users field (in the Secondary Credit Cards grid) to display the Employees Assigned to Credit Card dialog box. Use the dialog box to select the employees who are allowed to pay for company expenses with each credit card.