Reject Records of Personal Expense Credit Card Files

Use the Import tab in Personal Expense Credit Card in the Export, Import, & Maintenance submodule under finance & Administration to reject records of personal expense credit card files.

To use Personal Expense Credit Card Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the personal expense credit card record that you want to reject.
3. In the left pane of the Finance & Administration page, click Export, Import, & Maintenance > Personal Expense Credit Card Import.
4. Click the Import tab and highlight the personal expense credit card file that has 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 can only reject records that have not 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.