Transfer Data Records of Personal Expense Credit Card Files

Use the Import tab under the Personal Expense Credit Card submodule to transfer data 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 transfer a data 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 file data record that you want to transfer.
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 data record that you want to transfer.
5. In the bottom grid, highlight the data record that you want to transfer and click Transfer data .
6. In the confirmation dialog box, click All or Selected, as applicable.