Set Up the Credit Card Feature

You turn on and set up the Credit Card feature in Accounting Configuration.

Prerequisites: Before you can turn on the Credit Card feature, you must select the Allow entry of company paid items check box on the Setup tab in Configuration > Time & Expense > Company Expense.

To turn on and set up the Credit Card feature, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Accounting > Company Settings.
  2. On the General tab of the Accounting Company Settings form, select the Enable use of Credit Cards check box.
  3. Click Save and close Accounting Company Settings.
  4. From the Vision Navigation menu, click Configuration > Accounting > Credit Cards.
  5. On the toolbar on the Credit Cards form, click New > New Primary Credit Card.
  6. On the General tab, set up and enter basic information for a primary credit card that your company uses.
  7. 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.
  8. If you will be importing credit card charges into Vision, 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.
  9. Click Save.
  10. Repeat steps 4─9 in Credit Card Configuration to set up each primary credit card that your company uses.