Reject Records of Personal Expense Credit Card Files

Use the Import tab under the Personal Expense Credit Card submodule to reject records of personal expense credit card files.

To use the Personal Expense Credit Card Import submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To reject a record of a personal expense credit card file:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the personal expense credit card record that you want to reject.
3. In the left pane of the Finance & Administration screen, click Export, Import & Maintenance > Personal Expense Credit Card Import.
4. Click the Import tab and highlight the personal expense credit card file with the record that you want to reject.
5. In the bottom grid, highlight the record that you want to reject and click Reject .
   Note: You may only reject records that have not yet been transferred.
6. In the Reject the Import Detail dialog box, enter your reason for rejecting the personal expense credit card file record and click OK.
7. In the confirmation dialog box, click OK.
   WorkBook changes the status of the record to Ignore - Rejected.