Import Credit Card Charges
You can import credit card charges from your credit card company into a statement in Vantagepoint. You import charge records for primary credit cards that you set up in Vantagepoint.
The primary credit card contains charges made with secondary credit cards that have been issued to employees. You import credit card charges from a text (.txt) file or a comma-separated values (.csv) file.
Prerequisites: Before you can import charges, you must:
- Set up a primary credit card and its secondary credit cards in . As part of this setup, you configure the import file on the Import tab of the Credit Card Settings form. You specify the data (fields) to include in the text file and the formatting for the file so that Vantagepoint can properly receive the credit card data.
- Download the file that contains credit card statement data from your credit card company's website. You must convert it to a text file format that matches the import file configuration that you set up in Vantagepoint.
- In Credit Card Reconciliation, create a credit card statement into which you import the credit card charges.
To import charges from a credit card statement:
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