Credit Card Settings

You turn on and configure the Credit Card feature in Advanced Accounting Settings.

Before you can turn on the Credit Card feature, you must set the Allow company paid expenses option to Yes on the Options tab in Settings Expense in the browser application. Then you can turn on the Credit Card feature on the General tab in Settings > Accounting > Company in the desktop application.

If your firm uses multiple companies in Deltek, you enable the Company-Paid and Credit Card features for each appropriate company in your enterprise.

In Credit Card settings (Settings > Advanced Accounting > Credit Cards in the desktop application), you set up information for each of your company's primary credit cards. For each primary credit card, you set up secondary credit cards and the employee who are authorized to use them.

If you will be importing credit card charges from your credit card company into Deltek for a primary credit card, you specify the settings for the import file, its contents and formatting, on the Import tab in Credit Card settings.